Evercore Wealth Management, LLC

Q3 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2024
Date filed
11/14/2024
Form type
13F-HR
Num holdings
417
Total value ($000)
$6,667,141
Net value change ($000)
+313,989 (4.9%)
New positions
26
Sold out positions
17
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2024 Next filing: 2/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BLDR 41,582 34.5%
CBRE 39,986 37.5%
AAPL 36,165 9.6%
BX 32,000 16.5%
HD 26,490 16.2%
UNH 23,965 13.4%
BLK 21,690 24.5%
MA 21,184 10.8%
DXJ 18,222 873.5%
ACN 18,017 15.0%
Top Reduces (Value $000, Stocks/ETFs)
POOL -43,009 -100.0%
NKE -34,584 -76.6%
MSFT -21,924 -5.5%
GOOGL -19,185 -10.0%
GOOGL -15,377 -10.2%
IWB -10,891 -69.1%
ADBE -6,765 -5.3%
CVX -5,700 -10.0%
AMZN -5,438 -2.3%
LLY -3,640 -9.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type