Evercore Wealth Management

Latest statistics and disclosures from Evercore Wealth Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Evercore Wealth Management

Companies in the Evercore Wealth Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Microsoft Corporation (MSFT) 5.30 1.02M 157.63
Apple (AAPL) 4.89 583608 -2% 254.29
Amazon (AMZN) 3.90 60593 1949.74
MasterCard Incorporated (MA) 3.78 474657 241.56
Thermo Fisher Scientific (TMO) 3.28 351106 283.60
UnitedHealth (UNH) 3.18 387136 +2% 249.38
American Tower Reit 3.05 424610 217.76
Home Depot (HD) 2.88 468033 +4% 186.70
Blackstone Group Inc Com Cl A stock 2.57 1.71M -3% 45.57
Adobe Systems Incorporated (ADBE) 2.20 209863 318.24
Accenture 2.17 411320 160.00
Alphabet Inc Class C cs 2.16 56381 1162.80
TJX Companies (TJX) 2.08 1.33M 47.50
Abbott Laboratories (ABT) 2.03 781405 +4% 78.91
Roper Industries (ROP) 2.01 195765 311.79
Cbre Group Inc Cl A 1.90 1.53M 37.71
Domino's Pizza (DPZ) 1.81 169516 -4% 324.07
Berkshire Hathaway (BRK.B) 1.73 287273 182.83
AutoZone (AZO) 1.72 61770 +4% 845.95
Alphabet Inc Class A cs 1.69 44029 +2% 1161.96
Chubb 1.58 419432 -3% 114.29
NIKE (NKE) 1.57 576115 82.74
BlackRock (BLK) 1.56 107655 439.97
Texas Instruments Incorporated (TXN) 1.49 452120 +2% 99.93
Celanese Corporation (CE) 1.43 589719 +2% 73.39
ANSYS (ANSS) 1.41 184518 -3% 232.44
Morgan Stanley (MS) 1.36 1.21M +4% 34.00
Johnson & Johnson (JNJ) 1.35 312043 131.13
Ss&c Technologies Holding 1.31 903427 NEW 43.82
WisdomTree LargeCap Dividend Fund (DLN) 1.29 482992 80.94
Costco Wholesale Corporation (COST) 1.21 127791 286.05
Walt Disney Company (DIS) 1.19 373875 +260% 96.62
SPDR S&P; 500 ETF (SPY) 1.19 139648 +11% 257.75
Best Buy (BBY) 1.07 569655 +4% 57.00
Cdw 0.95 307901 +3564% 93.26
IPG Photonics Corporation (IPGP) 0.85 233870 -2% 110.30
BorgWarner (BWA) 0.79 977416 -17% 24.37
Westrock 0.69 744764 -12% 28.26
Applied Materials (AMAT) 0.68 449581 +9% 45.82
iShares MSCI EAFE Index Fund (EFA) 0.68 383540 -6% 53.45
iShares S&P; 500 Index (IVV) 0.64 75388 +19% 258.40
Intel Corporation (INTC) 0.58 323564 54.12
Sherwin-Williams Company (SHW) 0.58 38095 459.56
Pepsi (PEP) 0.57 143660 -2% 120.14
iShares Gold Trust (IAU) 0.52 1.06M +4% 15.07
Cisco Systems (CSCO) 0.50 385278 39.31
SPDR Gold Trust (GLD) 0.47 96811 +8% 148.04
JPMorgan Chase & Co. (JPM) 0.44 148684 +3% 90.03
Chevron Corporation (CVX) 0.42 174800 -11% 72.47
iShares Russell 1000 Growth Index (IWF) 0.42 83606 -12% 150.65
Pfizer (PFE) 0.36 336959 32.65
IDEXX Laboratories (IDXX) 0.36 44795 -6% 241.90
United Technologies Corporation (UTX) 0.35 113875 -2% 94.34
Merck & Co (MRK) 0.34 134690 +2% 76.93
Automatic Data Processing (ADP) 0.30 67052 136.67
Vanguard S&p 500 Etf idx fd 0.30 38245 +51% 236.80
Procter & Gamble Company (PG) 0.29 79811 +2% 110.00
Eli Lilly & Co. (LLY) 0.29 62720 -11% 138.74
iShares Russell 1000 Index (IWB) 0.28 60506 141.52
Abbvie 0.26 105293 76.19
Union Pacific Corporation (UNP) 0.26 55905 141.01
Verizon Communications (VZ) 0.25 141168 -2% 53.73
SPDR S&P; MidCap 400 ETF (MDY) 0.23 27004 -3% 262.76
Charles Schwab Corporation (SCHW) 0.23 209493 -3% 33.62
iShares Russell 2000 Index (IWM) 0.22 59039 -12% 114.39
McDonald's Corporation (MCD) 0.20 36264 165.26
Amgen (AMGN) 0.20 29305 202.75
Exxon Mobil Corporation (XOM) 0.19 153288 -21% 37.96
iShares S&P; MidCap 400 Index (IJH) 0.19 39963 +37% 143.86
Stryker Corporation (SYK) 0.19 33988 166.45
United Parcel Service (UPS) 0.18 59232 -9% 93.49
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 0.18 99385 +9% 54.67
Bristol Myers Squibb (BMY) 0.18 97458 -4% 55.74
Oracle Corporation (ORCL) 0.18 111272 -18% 48.34
Coca-Cola Company (KO) 0.17 118549 +4% 44.25
Illinois Tool Works (ITW) 0.17 36866 142.09
3M Company (MMM) 0.17 38000 -5% 136.17
salesforce (CRM) 0.16 34300 -3% 143.89
Visa (V) 0.16 30195 +3% 161.37
McKesson Corporation (MCK) 0.16 35260 -11% 135.22
CHECK POINT SOFTWARE Technolog Com Stk 0.16 48532 -2% 97.56
Vanguard Dividend Appreciation ETF (VIG) 0.15 43933 +6% 103.38
Nextera Energy Inc C om 0.15 18512 +4% 240.87
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.15 74086 -9% 59.72
Lowe's Companies (LOW) 0.14 50314 86.06
Church & Dwight (CHD) 0.14 67308 64.11
Vanguard Emerging Markets ETF (VWO) 0.14 127266 -10% 33.55
Vanguard Small-Cap ETF (VB) 0.13 35104 -5% 115.62
Danaher Corporation (DHR) 0.13 27862 138.41
Medtronic 0.12 40006 +2% 90.18
Berkshire Hathaway (BRK.A) 0.12 13 -7% 272000.00
Ecolab (ECL) 0.11 21997 155.84
Wal-Mart Stores (WMT) 0.11 29286 +3% 113.62
Starbucks Corporation (SBUX) 0.11 48805 65.73
Honeywell International (HON) 0.11 23918 133.77
AT&T; (T) 0.11 109391 29.15
RPM International (RPM) 0.10 52507 -10% 59.50
CVS Caremark Corporation (CVS) 0.10 52195 59.20
Vanguard FTSE All-World ex-US ETF (VEU) 0.10 73840 -32% 41.02
Colgate-Palmolive Company (CL) 0.10 45300 +4% 66.31
Sonoco Products Company (SON) 0.10 64043 -7% 46.34
Mettler-Toledo International (MTD) 0.10 4265 -3% 690.57
Philip Morris International (PM) 0.10 40335 -8% 72.95
U.S. Ban (USB) 0.10 84752 -2% 34.43
Investors Real Estate Tr sh ben int 0.09 51650 55.00
International Business Machines (IBM) 0.09 25482 -32% 110.63
Vanguard Europe Pacific ETF (VEA) 0.09 82516 +93% 33.36
Lockheed Martin Corporation (LMT) 0.09 8001 338.86
Duke Energy 0.09 32575 -2% 80.84
Vanguard Mid-Cap ETF (VO) 0.08 19442 131.67
Wells Fargo & Company (WFC) 0.08 89133 -9% 28.69
Vanguard Large-Cap ETF (VV) 0.08 21281 118.42
iShares Dow Jones Select Dividend (DVY) 0.08 33529 -23% 73.31
Dominion Resources (D) 0.08 33944 -6% 72.25
Illumina (ILMN) 0.08 8752 280.00
Emerson Electric (EMR) 0.08 51017 -3% 47.78
Comcast Corporation (CMCSA) 0.08 69161 +18% 34.19
EOG Resources (EOG) 0.08 47185 +4% 50.00
Acceleron Pharma 0.08 26167 -20% 89.88
Enterprise Products Partners 0.07 162304 +2% 14.00
iShares S&P; SmallCap 600 Index (IJR) 0.07 40400 -22% 56.11
S&p Global 0.07 9109 245.10
Aptar (ATR) 0.07 22409 99.56
Facebook Inc cl a 0.07 13384 166.59
iShares S&P; 500 Value Index (IVE) 0.07 23053 96.26
Baxter International (BAX) 0.07 27325 81.18
Db-x Msci Eafe Currency-hedged 0.07 82708 26.71
Vanguard Total Stock Market ETF (VTI) 0.07 16995 128.92
QUALCOMM (QCOM) 0.07 32347 +6% 67.65
Technology SPDR (XLK) 0.07 27034 +35% 80.36
iShares S&P; 500 Growth Index (IVW) 0.07 12586 +19% 165.02
iShares Russell Midcap Index Fund (IWR) 0.06 44974 -22% 43.22
Kimberly-Clark Corporation (KMB) 0.06 15004 127.83
AFLAC Incorporated (AFL) 0.06 55255 -5% 34.27
Ishares Core Msci Eafe Etf core msci eafe 0.06 37822 +48% 49.89
Zoetis Inc Cl A 0.06 15778 +11% 117.69
iShares MSCI Emerging Markets Indx (EEM) 0.06 54228 -4% 34.13
Target Corporation (TGT) 0.06 19303 -7% 92.93
Jacobs Engineering (JEC) 0.06 22377 80.00
iShares Russell 1000 Value Index (IWD) 0.06 17830 -65% 99.16
Progressive Corporation (PGR) 0.06 23640 -9% 73.86
Amphenol Corporation (APH) 0.06 23838 -5% 72.71
SYSCO Corporation (SYY) 0.06 37690 45.64
Biogen Idec (BIIB) 0.06 5338 -5% 315.00
Travelers Companies (TRV) 0.05 16660 -9% 99.38
Gilead Sciences (GILD) 0.05 22053 -7% 74.85
Jabil Circuit (JBL) 0.05 64463 24.59
iShares Russell 3000 Index (IWV) 0.05 10594 +7% 148.29
Intercontinentalexchange 0.05 19329 +3% 80.74
General Dynamics Corporation (GD) 0.05 11706 -3% 132.29
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.05 15883 97.40
General Electric Company (GE) 0.05 191870 7.94
Invesco Qqq Trust Series 1 0.05 7991 -17% 190.00
Vanguard Growth ETF (VUG) 0.05 9505 +8% 156.74
Mondelez Int 0.05 29309 +12% 50.08
Bank of America Corporation (BAC) 0.05 67302 21.23
Raytheon Company (RTN) 0.05 10581 -5% 131.18
American Express Company (AXP) 0.05 16072 +7% 85.28
Southern Company (SO) 0.04 25082 54.15
Caterpillar (CAT) 0.04 11547 -7% 115.86
Tesla Motors (TSLA) 0.04 2545 -13% 522.58
Schwab U S Large Cap Growth ETF (SCHG) 0.04 16614 -4% 79.63
O'reilly Automotive Inc 0.04 4274 301.12
Citigroup Inc 0.04 30182 42.27
PNC Financial Services (PNC) 0.04 12948 -6% 95.79
Boeing Company (BA) 0.04 8275 -15% 148.79
Vanguard REIT ETF (VNQ) 0.04 17284 -6% 70.42
Brookfield Asset Management (BAM.A) 0.04 26989 +22% 44.20
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.04 10356 109.79
Becton, Dickinson and (BDX) 0.04 4913 -2% 229.82
McCormick & Company, Incorporated (MKC) 0.04 7961 -21% 141.23
Health Care SPDR (XLV) 0.04 12257 +47% 88.61
iShares Lehman Aggregate Bond (AGG) 0.04 9294 115.34
iShares Russell 2000 Value Index (IWN) 0.03 12877 -23% 82.04
Ishares Inc core msci emkt 0.03 25773 +15% 40.47
Altria (MO) 0.03 26640 -7% 38.69
Netflix (NFLX) 0.03 2705 +60% 375.48
Crown Castle Intl 0.03 6970 -28% 144.93
State Street Corporation (STT) 0.03 18749 53.68
WisdomTree Pacific ex-Japan Ttl Div (DND) 0.03 18902 -10% 52.96
Phillips 66 0.03 18275 -21% 53.61
Enbridge Inc 0.03 33496 -3% 29.09
Ishares High Dividend Equity F 0.03 13471 +218% 72.16
Nxp Semiconductors N V 0.03 11420 83.14
iShares Silver Trust (SLV) 0.03 72035 +26% 13.00
Vanguard Value ETF (VTV) 0.03 10402 +6% 89.02
Invesco Exchange Traded Fd T ftse rafi 1500 0.03 10308 89.45
Dover Corporation (DOV) 0.03 10800 83.92
American Water Works (AWK) 0.03 7553 119.56
Paypal Holdings 0.03 9258 -35% 96.00
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.03 27850 -41% 31.85
Consolidated Edison (ED) 0.03 11318 78.02
Norfolk Southern (NSC) 0.03 5947 -7% 146.00
V.F. Corporation (VFC) 0.03 15556 -2% 53.96
iShares S&P; MidCap 400 Value Index (IJJ) 0.03 7549 110.26
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.03 6699 +4% 123.60
Marsh & McLennan Companies (MMC) 0.03 9520 +7% 86.48
Materials SPDR (XLB) 0.03 17805 +15% 45.12
Tiffany & Co. (TIF) 0.03 6087 129.46
Walgreen Boots Alliance 0.03 17187 +9% 45.75
SPDR Dow Jones Industrial Average ETF (DIA) 0.03 3577 219.43
iShares S&P; 100 Index (OEF) 0.02 6350 118.58
WisdomTree Total Dividend Fund (DTD) 0.02 9450 78.31
Teleflex Incorporated (TFX) 0.02 2425 292.78
American Electric Power Company (AEP) 0.02 8649 -18% 79.93
General Mills (GIS) 0.02 13237 +3% 52.08
Financial Select Sector SPDR (XLF) 0.02 32880 +25% 20.87
ConocoPhillips (COP) 0.02 22124 -33% 30.89
Steris Plc Ord equities 0.02 4315 157.89
Consumer Discretionary SPDR (XLY) 0.02 6935 NEW 98.13
CSX Corporation (CSX) 0.02 11548 -10% 58.18
Kraft Heinz 0.02 26604 NEW 24.70
Waste Management (WM) 0.02 7057 +8% 92.73
Pope Resources (POPE) 0.02 7750 -43% 84.00
Invesco Exchange Traded Fd T s&p500 pur gwt 0.02 6411 -4% 100.14
NVIDIA Corporation (NVDA) 0.02 2437 -6% 263.16
Regeneron Pharmaceuticals (REGN) 0.02 1298 +11% 487.85
PPL Corporation (PPL) 0.02 25503 24.68
Paychex (PAYX) 0.02 10007 62.88
Lamb Weston Hldgs 0.02 11000 -71% 57.00
Invesco Exchange Traded Fd T ftse rafi 1000 0.02 6754 92.39
Public Storage (PSA) 0.02 3099 -4% 200.00
Cognizant Technology Solutions (CTSH) 0.02 13045 46.45
SPDR DJ International Real Estate ETF (RWX) 0.02 21745 26.76
Clearfield (CLFD) 0.02 48800 11.84
Vertex Pharmaceuticals Incorporated (VRTX) 0.02 2407 +22% 238.06
Air Products & Chemicals (APD) 0.02 2986 -24% 189.19
Blackstone Mtg Tr 0.02 30000 +50% 18.63
Servicenow 0.02 1940 +2% 286.60
Arthur J. Gallagher & Co. (AJG) 0.02 6732 -4% 81.60
Appollo Global Mgmt Inc Cl A 0.02 16350 -6% 33.33
Invesco Exchange Traded Fd T dynmc lrg valu 0.02 17782 30.14
Broadcom Ltd 0.02 2369 225.81
Schlumberger (SLB) 0.02 39550 -45% 13.49
Real Estate Select Sect Spdr 0.02 17208 +214% 30.99
Canadian Natl Ry Co 0.02 6799 +8% 78.32
CME (CME) 0.02 3075 173.01
Moody's Corporation (MCO) 0.02 2515 210.00
Yum! Brands (YUM) 0.02 7467 -22% 68.75
Vanguard Information Technology ETF (VGT) 0.02 2415 NEW 212.01
L3harris Technologies Inc Com stock 0.02 2810 +7% 180.30
Acuity Brands (AYI) 0.02 5879 85.73
Goldman Sachs (GS) 0.02 3261 154.29
Dorman Products (DORM) 0.02 9062 -30% 55.29
Vanguard Total World Stock Idx Fd (VT) 0.02 7900 62.78
Uber Technologies Inc Com 0.02 17500 NEW 27.94
Cantel Medical (CMN) 0.02 13463 -2% 35.88
AmerisourceBergen (ABC) 0.02 5404 88.50
Analog Devices (ADI) 0.02 5266 89.63
Truist Financial Corp equities 0.02 15275 -11% 30.84
Washington Trust Ban (WASH) 0.02 12853 36.57
Cigna Corp New 0.02 2641 176.33
Dupont De Nemours Inc Com 0.02 13481 -15% 34.15
Metropcs Communications 0.01 5247 -4% 83.84
Deere & Company (DE) 0.01 3152 -3% 137.70
Boston Scientific Corporation (BSX) 0.01 13235 -3% 32.64
Corning Incorporated (GLW) 0.01 20499 21.03
Constellation Pharmceticls I 0.01 13171 NEW 31.43
Fortive 0.01 7514 -5% 55.00
Varian Medical Systems (VAR) 0.01 3977 102.59
Tapestry 0.01 31409 -2% 12.94
Xcel Energy (XEL) 0.01 6661 NEW 60.25
Pioneer Natural Resources (PXD) 0.01 5760 -3% 69.33
Dow Inc 0.01 13564 -15% 29.25
MSCI (MSCI) 0.01 1367 288.95
Sempra Energy (SRE) 0.01 3419 +4% 113.05
Marriott International (MAR) 0.01 5008 -4% 74.81
Constellation Brands (STZ) 0.01 2603 +3% 142.86
Cummins (CMI) 0.01 2724 -3% 135.46
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.01 2765 133.45
Golub Capital BDC (GBDC) 0.01 29453 12.50
Intuit (INTU) 0.01 1549 -37% 230.77
Verisk Analytics (VRSK) 0.01 2560 -7% 139.45
Linde Plc 0.01 2048 -21% 172.19
Zimmer Holdings (ZMH) 0.01 3418 -5% 101.08
Renaissance Re Holdings Ltd Cmn 0.01 2312 -6% 149.22
TransDigm Group Incorporated (TDG) 0.01 1070 320.56
iShares Barclays Agency Bond Fund (AGZ) 0.01 2825 120.71
Edwards Lifesciences (EW) 0.01 1804 +5% 188.47
Nordson Corporation (NDSN) 0.01 2500 135.20
Cerner Corporation (CERN) 0.01 5206 64.17
Huntington Bancshares Incorporated (HBAN) 0.01 40409 8.17
Anthem 0.01 1446 226.83
iShares Cohen & Steers Realty Maj. (ICF) 0.01 3500 91.71
Invesco S&p 500 Equal Weight Etf 0.01 3810 83.99
Te Connectivity Ltd for 0.01 5049 +32% 62.98
Hershey Company (HSY) 0.01 2444 -6% 130.00
Welltower Inc Com reit 0.01 6890 -9% 46.02
iShares S&P; MidCap 400 Growth (IJK) 0.01 1776 178.33
Energy Transfer Equity (ETE) 0.01 67139 +6% 4.68
Markel Corporation (MKL) 0.01 335 -10% 931.03
Rayonier (RYN) 0.01 13035 23.55
Wright Express 0.01 2869 106.06
Magellan Midstream Partners (MMP) 0.01 8111 -28% 37.30
Industrial SPDR (XLI) 0.01 5080 NEW 59.00
Expeditors International of Washington (EXPD) 0.01 4482 +2% 66.71
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.01 2457 NEW 121.29
CMS Energy Corporation (CMS) 0.01 5042 58.71
Booking Holdings 0.01 219 1344.50
Solaredge Technologies 0.01 3541 -7% 82.67
Kinder Morgan Inc. 0.01 20809 -47% 13.93
Vanguard European ETF (VGK) 0.01 6677 NEW 43.27
Jefferies Finl Group Inc 0.01 21073 13.67
PPG Industries (PPG) 0.01 3323 86.67
Allergan 0.01 1617 NEW 177.32
Boston Properties (BXP) 0.01 3058 92.22
Ameren Corporation (AEE) 0.01 3859 72.78
iShares Russell 2000 Growth Index (IWO) 0.01 1766 -15% 158.46
Select Sector Spdr Tr Communic etfeqty 0.01 6300 NEW 44.29
Coca Cola European Partners shs 0.01 7410 37.52
Hanesbrands (HBI) 0.01 35269 +16% 7.79
SPDR Barclays Capital Convertible SecETF (CWB) 0.01 5714 48.00
Stericycle (SRCL) 0.01 5787 47.06
National Instruments (NATI) 0.01 11945 22.22
Yum China Holdings 0.01 6011 -15% 43.75
Vaneck Vectors Junior Gold Miners Etf etf 0.01 8975 28.08
Allstate Corporation (ALL) 0.01 2848 -7% 88.24
Wabtec Corporation (WAB) 0.01 5096 48.39
SPDR EURO STOXX 50 ETF (FEZ) 0.01 8154 NEW 29.56
Nucor Corporation (NUE) 0.01 6637 36.19
Regions Financial Corporation (RF) 0.01 26725 8.93
Rockwell Automation (ROK) 0.01 1462 162.16
Gra (GGG) 0.01 4834 +3% 48.62
First Republic Bank/san F 0.01 2835 -3% 82.19
Columbia Banking System (COLB) 0.01 8647 26.83
Estee Lauder Companies (EL) 0.01 1430 -29% 159.55
Public Service Enterprise (PEG) 0.01 5038 -9% 45.03
Ironwood Pharmaceuticals (IRWD) 0.01 22425 10.08
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.01 2578 NEW 87.28
Kroger (KR) 0.01 7484 NEW 30.06
W.W. Grainger (GWW) 0.01 890 -27% 248.81
Main Street Capital Corporation (MAIN) 0.01 10663 20.54
A. O. Smith Corporation (AOS) 0.01 5900 -93% 36.76
FedEx Corporation (FDX) 0.01 1790 -44% 120.30
Weyerhaeuser Company (WY) 0.01 12710 -64% 16.92
Wec Energy Group Inc Com stock 0.01 2301 NEW 93.33
iShares Lehman MBS Bond Fund (MBB) 0.01 1941 NEW 110.25
Consumer Staples Select Sect. SPDR (XLP) 0.01 3900 NEW 54.36
John Wiley & Sons (JW.A) 0.01 5574 -2% 37.84
Cdk Global Inc equities 0.01 6337 -3% 33.15
Sealed Air (SEE) 0.01 8496 24.71
AutoNation (AN) 0.01 7598 -14% 27.50
Brookfield Infrastructure Part 0.01 5768 35.89
Plantronics (PLT) 0.01 18675 10.07
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit 0.01 14000 11.21
CenturyLink (CTL) 0.01 16235 -3% 9.47
Alkermes Plc 0.01 10598 14.42
Aveo Pharmaceuticals Inc 0.00 41343 NEW 3.63
Apollo Investment Corp. 0.00 20933 6.74
International Money Express, Inc. 0.00 15170 NEW 9.16
Cowen Group Inc New Cl A New stock 0.00 13304 9.70
Infinity Pharmaceuticals (INFI) 0.00 143138 0.84
Landmark Infrastructure 0.00 11382 10.54
Neptune Wellness Solutions I 0.00 100000 1.17
Macrogenics 0.00 17543 5.81
Trillium Therapeutics, Inc. Cmn 0.00 14000 NEW 4.07
Alerian Mlp Etf(amlp) 0.00 14755 NEW 3.33
Rts/bristol-myers Squibb Compa 0.00 10722 +5% 3.78
Entercom Communications (ETM) 0.00 18000 NEW 1.72
Southwestern Energy Company (SWN) 0.00 10000 1.70

Past Filings by Evercore Wealth Management

View past SEC 13F filings by Evercore Wealth Management

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