Evercore Wealth Management, LLC
CIK Number: 0001482689
6.68B
Market Value
413
# of Holdings
32 months
Avg. Holding Period
37.81%
Win Rate
15.41%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 194.35 | -3.85% | 1.75M | -0.85% | 438.07M | 21.91 | 6.56% |
| 2 | MSFT | Microsoft Corpo... | 371.30 | -3.74% | 870.96K | -0.32% | 367.11M | 49.06 | 5.50% |
| 3 | NVDA | NVIDIA Corporat... | 104.15 | -7.17% | 2.36M | -1.67% | 317.27M | 17.2 | 4.75% |
| 4 | AMZN | Amazon.com, Inc... | 174.73 | -2.71% | 1.22M | -0.1% | 267.79M | 54.45 | 4.01% |
| 5 | BX | Blackstone Inc. | 129.41 | -3.09% | 1.4M | -4.92% | 241.29M | 51.11 | 3.61% |
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