EVERCORE WEALTH MANAGEMENT, LLC

PrivateCIK: 1482689

Location

NEW YORK, NY

433

Positions

$7.07B

Total AUM (reported)

39.51M

Total Shares

Allocation by class

COM$4.37B61.9%

CL A$453.56M6.4%

CAP STK CL C$288.07M4.1%

COM NEW$243.18M3.4%

CAP STK CL A$242.28M3.4%

ORD SHS$154.32M2.2%

CL B NEW$125.85M1.8%

Portfolio Concentration

Top 3$1.15B16.3%

4–10$1.62B22.9%

11–25$1.95B27.6%

Rest$2.35B33.3%

Top 3 weight

16.3%

Top 10 weight

39.2%

Voting Authority Distribution

Total shares with voting rights: 39.51M

Sole

Full voting authority

37.06M

% of voting shares93.8%

Shared

Joint voting authority

1.22M

% of voting shares3.1%

None

No voting authority

1.23M

% of voting shares3.1%

Investment Discretion (by position count)

Sole305

Shared0

Other128

Dominant voting typeSole · 93.8% of voting shares

Institutional Holdings433

Rows:

NVIDIA CORPORATION

OTR

COM

Shares2.15M

TypeSH

Market value$430.49M

6.09%

Sole

2.01M

Shared

74.19K

None

62.59K

APPLE INC

OTR

COM

Shares1.47M

TypeSH

Market value$426.79M

6.04%

Sole

1.39M

Shared

45.56K

None

34.58K

MICROSOFT CORP

SOLE

COM

Shares783.55K

TypeSH

Market value$292.28M

4.14%

Sole

734.95K

Shared

22.33K

None

26.27K

ALPHABET INC

SOLE

CAP STK CL C

Shares815.31K

TypeSH

Market value$288.07M

4.08%

Sole

758.27K

Shared

27.68K

None

29.36K

AMAZON COM INC

DFND

COM

Shares1.11M

TypeSH

Market value$265.50M

3.76%

Sole

1.04M

Shared

47.35K

None

28K

ALPHABET INC

SOLE

CAP STK CL A

Shares677.95K

TypeSH

Market value$242.28M

3.43%

Sole

647.13K

Shared

17.83K

None

12.99K

MORGAN STANLEY

SOLE

COM NEW

Shares1.09M

TypeSH

Market value$227.47M

3.22%

Sole

1.01M

Shared

34.36K

None

40.37K

COMFORT SYS USA INC

OTR

COM

Shares112.39K

TypeSH

Market value$222.76M

3.15%

Sole

104.20K

Shared

4.05K

None

4.14K

MASTERCARD INCORPORATED

DFND

CL A

Shares389.56K

TypeSH

Market value$200.08M

2.83%

Sole

361.40K

Shared

15.59K

None

12.57K

WILLIAMS COS INC

OTR

COM

Shares2.35M

TypeSH

Market value$174.55M

2.47%

Sole

2.25M

Shared

50.23K

None

50.96K

JPMORGAN CHASE & CO

SOLE

COM

Shares519.61K

TypeSH

Market value$170.08M

2.41%

Sole

489.79K

Shared

14.20K

None

15.62K

AUTOZONE INC

DFND

COM

Shares51.59K

TypeSH

Market value$164.87M

2.33%

Sole

47.23K

Shared

2.41K

None

1.95K

BLACKSTONE INC

DFND

COM

Shares1.35M

TypeSH

Market value$158.76M

2.25%

Sole

1.28M

Shared

35.44K

None

34.76K

VIKING HOLDINGS LTD

SOLE

ORD SHS

Shares1.47M

TypeSH

Market value$153.35M

2.17%

Sole

1.36M

Shared

52.58K

None

53.45K

HOME DEPOT INC

SOLE

COM

Shares429.31K

TypeSH

Market value$151.41M

2.14%

Sole

399.48K

Shared

14.85K

None

14.98K

CHUBB LIMITED

OTR

COM

Shares416.08K

TypeSH

Market value$141.78M

2.01%

Sole

385.49K

Shared

14.86K

None

15.74K

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares265.16K

TypeSH

Market value$132.94M

1.88%

Sole

244.08K

Shared

10.66K

None

10.43K

CBRE GROUP INC

SOLE

CL A

Shares982.84K

TypeSH

Market value$132.38M

1.87%

Sole

907.05K

Shared

48.66K

None

27.13K

BERKSHIRE HATHAWAY INC DEL

OTR

CL B NEW

Shares251.50K

TypeSH

Market value$125.85M

1.78%

Sole

238.30K

Shared

7.16K

None

6.04K

GENERAC HLDGS INC

OTR

COM

Shares370.50K

TypeSH

Market value$108.48M

1.53%

Sole

347.49K

Shared

10.46K

None

12.55K

SHARKNINJA INC

OTR

COM SHS

Shares707.29K

TypeSH

Market value$107.70M

1.52%

Sole

649.85K

Shared

28.34K

None

29.10K

BLACKROCK INC

SOLE

COM

Shares105.81K

TypeSH

Market value$101.75M

1.44%

Sole

100.01K

Shared

3.02K

None

2.78K

VANGUARD INDEX FDS

OTR

S&P 500 ETF SHS

Shares146.12K

TypeSH

Market value$100.36M

1.42%

Sole

138.68K

Shared

4.65K

None

2.80K

WISDOMTREE TR

DFND

US LARGECAP DIVD

Shares1.04M

TypeSH

Market value$99.74M

1.41%

Sole

1.01M

Shared

9.22K

None

18.99K

AMPHENOL CORP

SOLE

CL A

Shares556.82K

TypeSH

Market value$98.18M

1.39%

Sole

522.79K

Shared

15.56K

None

18.46K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
NVIDIA CORPORATIONOTR	COM	2.15M	SH	$430.49M 6.09%	2.01M	74.19K	62.59K
APPLE INCOTR	COM	1.47M	SH	$426.79M 6.04%	1.39M	45.56K	34.58K
MICROSOFT CORPSOLE	COM	783.55K	SH	$292.28M 4.14%	734.95K	22.33K	26.27K
ALPHABET INCSOLE	CAP STK CL C	815.31K	SH	$288.07M 4.08%	758.27K	27.68K	29.36K
AMAZON COM INCDFND	COM	1.11M	SH	$265.50M 3.76%	1.04M	47.35K	28K
ALPHABET INCSOLE	CAP STK CL A	677.95K	SH	$242.28M 3.43%	647.13K	17.83K	12.99K
MORGAN STANLEYSOLE	COM NEW	1.09M	SH	$227.47M 3.22%	1.01M	34.36K	40.37K
COMFORT SYS USA INCOTR	COM	112.39K	SH	$222.76M 3.15%	104.20K	4.05K	4.14K
MASTERCARD INCORPORATEDDFND	CL A	389.56K	SH	$200.08M 2.83%	361.40K	15.59K	12.57K
WILLIAMS COS INCOTR	COM	2.35M	SH	$174.55M 2.47%	2.25M	50.23K	50.96K
JPMORGAN CHASE & COSOLE	COM	519.61K	SH	$170.08M 2.41%	489.79K	14.20K	15.62K
AUTOZONE INCDFND	COM	51.59K	SH	$164.87M 2.33%	47.23K	2.41K	1.95K
BLACKSTONE INCDFND	COM	1.35M	SH	$158.76M 2.25%	1.28M	35.44K	34.76K
VIKING HOLDINGS LTDSOLE	ORD SHS	1.47M	SH	$153.35M 2.17%	1.36M	52.58K	53.45K
HOME DEPOT INCSOLE	COM	429.31K	SH	$151.41M 2.14%	399.48K	14.85K	14.98K
CHUBB LIMITEDOTR	COM	416.08K	SH	$141.78M 2.01%	385.49K	14.86K	15.74K
THERMO FISHER SCIENTIFIC INCSOLE	COM	265.16K	SH	$132.94M 1.88%	244.08K	10.66K	10.43K
CBRE GROUP INCSOLE	CL A	982.84K	SH	$132.38M 1.87%	907.05K	48.66K	27.13K
BERKSHIRE HATHAWAY INC DELOTR	CL B NEW	251.50K	SH	$125.85M 1.78%	238.30K	7.16K	6.04K
GENERAC HLDGS INCOTR	COM	370.50K	SH	$108.48M 1.53%	347.49K	10.46K	12.55K
SHARKNINJA INCOTR	COM SHS	707.29K	SH	$107.70M 1.52%	649.85K	28.34K	29.10K
BLACKROCK INCSOLE	COM	105.81K	SH	$101.75M 1.44%	100.01K	3.02K	2.78K
VANGUARD INDEX FDSOTR	S&P 500 ETF SHS	146.12K	SH	$100.36M 1.42%	138.68K	4.65K	2.80K
WISDOMTREE TRDFND	US LARGECAP DIVD	1.04M	SH	$99.74M 1.41%	1.01M	9.22K	18.99K
AMPHENOL CORPSOLE	CL A	556.82K	SH	$98.18M 1.39%	522.79K	15.56K	18.46K

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