Institutional manager
Evercore Wealth Management, LLC
Holds positions in 227 of the S&P 500, worth $5.16bn as reported for the quarter ended 31-mar-2026.
Positions held227of 488 index companies covered
Reported value$5.16bnS&P 500 positions only
Top ten weight52%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 227 held. The rest are smaller than every one of these.
Alphabet Inc. (Class A)GOOGL1.6m$460mCommunication ServicesApple Inc.AAPL1.5m$382mInformation TechnologyNvidiaNVDA2.2m$381mInformation TechnologyMicrosoftMSFT784,201$290mInformation TechnologyAmazonAMZN1.1m$234mConsumer DiscretionaryMastercardMA392,062$196mFinancialsMorgan StanleyMS1.2m$194mFinancialsComfort Systems USAFIX134,308$185mIndustrialsAutoZoneAZO51,425$174mConsumer DiscretionaryWilliams CompaniesWMB2.4m$173mEnergyJPMorgan ChaseJPM532,133$157mFinancialsBlackstone Inc.BX1.3m$155mFinancialsHome Depot (The)HD432,199$142mConsumer DiscretionaryChubb LimitedCB420,570$137mFinancialsCBRE GroupCBRE987,081$134mReal EstateBerkshire HathawayBRK.B257,669$131mFinancialsThermo Fisher ScientificTMO266,753$131mHealth CareState Street CorporationSTT494,445$111mFinancialsBlackRockBLK106,170$102mFinancialsCostcoCOST100,119$100mConsumer StaplesUberUBER1.2m$83mIndustrialsEOG ResourcesEOG549,203$79mEnergyGeneracGNRC386,149$75mIndustrialsBuilders FirstSourceBLDR802,718$66mIndustrialsProgressive CorporationPGR317,370$63mFinancialsAmerican TowerAMT346,150$60mReal EstateAdobe Inc.ADBE202,873$49mInformation TechnologyTJX CompaniesTJX271,930$43mConsumer DiscretionaryJohnson & JohnsonJNJ133,122$33mHealth CareSherwin-WilliamsSHW95,482$31mMaterialsChevron CorporationCVX144,505$30mEnergyLilly (Eli)LLY27,054$25mHealth CareUnitedHealth GroupUNH84,660$23mHealth CareAccentureACN96,981$19mInformation TechnologyAbbVieABBV81,879$18mHealth CareNextEra EnergyNEE174,857$16mUtilitiesIBMIBM62,801$15mInformation TechnologyCiscoCSCO175,229$14mInformation TechnologyTesla, Inc.TSLA36,111$13mConsumer DiscretionaryPepsiCoPEP83,696$13mConsumer StaplesExxonMobilXOM75,605$13mEnergyRoper TechnologiesROP35,693$13mInformation TechnologyMcKesson CorporationMCK14,007$12mHealth CareAutomatic Data ProcessingADP54,432$11mIndustrialsMerck & Co.MRK91,797$11mHealth CareMcDonald'sMCD34,791$11mConsumer DiscretionaryRTX CorporationRTX55,101$11mIndustrialsCoca-Cola Company (The)KO134,452$10mConsumer StaplesVisa Inc.V33,611$10mFinancialsBroadcomAVGO31,885$10mInformation TechnologyStryker CorporationSYK30,029$10mHealth CareWalmartWMT78,258$10mConsumer StaplesAbbott LaboratoriesABT87,823$9mHealth CareProcter & GamblePG61,731$9mConsumer StaplesOracle CorporationORCL60,003$9mInformation TechnologyJabilJBL32,796$9mInformation TechnologyApplied MaterialsAMAT23,441$8mInformation TechnologyTexas InstrumentsTXN39,972$8mInformation TechnologyLowe'sLOW31,772$8mConsumer DiscretionaryAmphenolAPH55,806$7mInformation Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.