Evercore Wealth Management, LLC Buys iShares S&P 500 Value, International Business Machines Corp, iShares MSCI USA ESG Select, Sells A.O. Smith Corp, Weyerhaeuser Co, 3M Co

• New Purchases: SCHG, SUSA, IJJ, PWV, RPG, LRCX, MCHP, MSI, SU, MTN, VRSN, WAL, IJK, F,
• Added Positions: RCL, BWA, DLN, WRK, BX, BBY, AMZN, IVE, IBM, ABT, IJR, IWM, BRK.B, NKE, IWN, GOOGL, BMY, TFC, IWB, EFA, DPZ, CB, ZTS, AVGO, IAU, PYPL, CRM, GLD, IGIB, HBI, IPGP, V, MKC, IWF, NVDA, VWO, IDXX, IWS, AMAT, VUG, VIG, VNQ, BAM, XLV, YUMC, AGG, AXJL, VT, VEU, SDY, SCHA, PRFZ, IWO, IEFA, IEI, INTU, AFL, APH, BA, CVS, CSL, STZ, CCI, CMI, EL, NEE, FDX, GPC, GS, LHX, ABBV, MMC, MDT, NFLX, PLT, LIN, RTN, VRTX, WMT, YUM, VRSK, IRWD, GBDC, PSX, FB,
• Reduced Positions: AOS, WY, MMM, AAPL, MA, CVX, CLB, XOM, SPY, T, AN, PEP, PFE, DORM, VLO, VZ, MPC, AMGN, ATR, TPR, COST, D, DUK, EOG, EPD, GILD, INTC, JNJ, LOW, MMP, MCK, MRK, ORCL, PPL, PG, SLB, SHW, UNP, UPS, DIS, BRK.A, PM, AVEO, LIQT, LW, AAXJ, LQD, MDY, ALE, APD, MO, AEP, AXP, AMP, ABC, ADI, BAC, BK, BDX, BIIB, BSX, CNI, CAT, SCHW, CHD, KO, CL, COP, DHR, DE, DOV, DD, ETN, ECL, EIX, EW, EMR, ENB, EXPD, BEN, GE, GIS, WELL, HSY, HBAN, ILMN, ICE, SJM, J, MAR, MET, MTD, MU, MCO, ES, OXY, OKE, PNC, PPG, PGR, PSA, QCOM, RPM, O, RF, SO, SWN, STT, TGT, TFX, TIF, USB, VFC, WAB, WBA, WM, ANTM, WFC, WMB, ZBRA, ZBH, L, ET, BR, TMUS, KMI, APO, CDK, FTV, DOW, CTVA, AGZ, EEM, IWD, VEA, XLB, XLE, XLF, XLK, XLRE, XLU,
• Sold Out: CTWS, CELG, STI, GPN, LMNX, WEC, CGBD, MUB, XLY, ETM, KOPN,

For the details of Evercore Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/evercore+wealth+management%2C+llc/current-portfolio/portfolio

1. Apple Inc (AAPL) - 601,240 shares, 4.76% of the total portfolio. Shares reduced by 2.17%
2. Microsoft Corp (MSFT) - 1,011,002 shares, 4.30% of the total portfolio. Shares reduced by 0.53%
3. Mastercard Inc (MA) - 479,304 shares, 3.86% of the total portfolio. Shares reduced by 1.32%
4. Thermo Fisher Scientific Inc (TMO) - 346,405 shares, 3.03% of the total portfolio. Shares added by 0.01%
5. Amazon.com Inc (AMZN) - 60,741 shares, 3.02% of the total portfolio. Shares added by 1.89%

Evercore Wealth Management, LLC initiated holding in Schwab U.S. Large-Cap Growth. The purchase prices were between $81.93 and $93.43, with an estimated average price of $88.36. The stock is now traded at around $97.33. The impact to a portfolio due to this purchase was 0.04%. The holding were 17,414 shares as of .

Evercore Wealth Management, LLC initiated holding in iShares MSCI USA ESG Select. The purchase prices were between $119.19 and $134.49, with an estimated average price of $128.12. The stock is now traded at around $136.01. The impact to a portfolio due to this purchase was 0.04%. The holding were 10,356 shares as of .

Evercore Wealth Management, LLC initiated holding in iShares S&P Mid-Cap 400 Value. The purchase prices were between $151.96 and $171.18, with an estimated average price of $163.79. The stock is now traded at around $165.46. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,579 shares as of .

Evercore Wealth Management, LLC initiated holding in Invesco Dynamic Large Cap Value. The purchase prices were between $36.63 and $41.64, with an estimated average price of $39.92. The stock is now traded at around $40.17. The impact to a portfolio due to this purchase was 0.02%. The holding were 17,782 shares as of .

Evercore Wealth Management, LLC initiated holding in Invesco S&P 500 Pure Growth. The purchase prices were between $114.49 and $127.63, with an estimated average price of $121.75. The stock is now traded at around $129.35. The impact to a portfolio due to this purchase was 0.02%. The holding were 6,726 shares as of .

Evercore Wealth Management, LLC initiated holding in Vail Resorts Inc. The purchase prices were between $223.8 and $249.25, with an estimated average price of $237.05. The stock is now traded at around $243.74. The impact to a portfolio due to this purchase was 0.01%. The holding were 879 shares as of .

Evercore Wealth Management, LLC added to a holding in iShares S&P 500 Value by 211.27%. The purchase prices were between $114.75 and $130.26, with an estimated average price of $123.95. The stock is now traded at around $127.51. The impact to a portfolio due to this purchase was 0.05%. The holding were 23,118 shares as of .

Evercore Wealth Management, LLC added to a holding in International Business Machines Corp by 51.44%. The purchase prices were between $131.91 and $143, with an estimated average price of $135.78. The stock is now traded at around $147.22. The impact to a portfolio due to this purchase was 0.05%. The holding were 37,537 shares as of .

Evercore Wealth Management, LLC added to a holding in iShares Core S&P Small-Cap by 50.63%. The purchase prices were between $74.68 and $84.14, with an estimated average price of $80.19. The stock is now traded at around $80.92. The impact to a portfolio due to this purchase was 0.04%. The holding were 52,370 shares as of .

Evercore Wealth Management, LLC added to a holding in iShares Russell 2000 Value by 81.90%. The purchase prices were between $114.75 and $129, with an estimated average price of $123.11. The stock is now traded at around $122.56. The impact to a portfolio due to this purchase was 0.03%. The holding were 16,757 shares as of .

Evercore Wealth Management, LLC added to a holding in Truist Financial Corp by 249.02%. The purchase prices were between $50.81 and $56.72, with an estimated average price of $54.22. The stock is now traded at around $53.98. The impact to a portfolio due to this purchase was 0.02%. The holding were 17,343 shares as of .

Evercore Wealth Management, LLC added to a holding in Brookfield Asset Management Inc by 30.01%. The purchase prices were between $50.84 and $58.41, with an estimated average price of $56. The stock is now traded at around $66.05. The impact to a portfolio due to this purchase was 0.01%. The holding were 22,019 shares as of .

Evercore Wealth Management, LLC sold out a holding in Connecticut Water Service Inc. The sale prices were between $69.95 and $70.01, with an estimated average price of $69.98.

Evercore Wealth Management, LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Evercore Wealth Management, LLC sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Evercore Wealth Management, LLC sold out a holding in Global Payments Inc. The sale prices were between $155.13 and $183.49, with an estimated average price of $172.18.

Evercore Wealth Management, LLC sold out a holding in Luminex Corp. The sale prices were between $17.49 and $23.19, with an estimated average price of $20.7.

Evercore Wealth Management, LLC sold out a holding in WEC Energy Group Inc. The sale prices were between $87.14 and $96.08, with an estimated average price of $91.09.