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Evercore Wealth Management, LLC Buys Morgan Stanley, iShares Core S&P Mid-Cap ETF, iShares Russell 2000 ETF, Sells Blackstone Group Inc, Core Laboratories NV, Schlumberger

New York, NY, based Investment company Evercore Wealth Management, LLC (Current Portfolio) buys Morgan Stanley, iShares Core S&P Mid-Cap ETF, iShares Russell 2000 ETF, Vanguard Dividend Appreciation ETF, iShares Core S&P Small-Cap ETF, sells Blackstone Group Inc, Core Laboratories NV, Schlumberger, Lamb Weston Holdings Inc, Dorman Products Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Evercore Wealth Management, LLC. As of 2019Q2, Evercore Wealth Management, LLC owns 406 stocks with a total value of $3.2 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of Evercore Wealth Management, LLC
  1. Microsoft Corp (MSFT) - 1,011,712 shares, 4.22% of the total portfolio. Shares added by 1.04%
  2. Mastercard Inc (MA) - 491,409 shares, 4.04% of the total portfolio. Shares reduced by 2.73%
  3. Apple Inc (AAPL) - 614,438 shares, 3.78% of the total portfolio. Shares added by 6.39%
  4. Amazon.com Inc (AMZN) - 58,285 shares, 3.43% of the total portfolio. Shares reduced by 3.27%
  5. Thermo Fisher Scientific Inc (TMO) - 341,916 shares, 3.12% of the total portfolio. Shares added by 0.42%
New Purchase: Corteva Inc (CTVA)

Evercore Wealth Management, LLC initiated holding in Corteva Inc. The purchase prices were between $24.81 and $29.57, with an estimated average price of $27.28. The stock is now traded at around $30.58. The impact to a portfolio due to this purchase was 0.02%. The holding were 16,465 shares as of .

New Purchase: Blackstone Mortgage Trust Inc (BXMT)

Evercore Wealth Management, LLC initiated holding in Blackstone Mortgage Trust Inc. The purchase prices were between $34.47 and $36.62, with an estimated average price of $35.57. The stock is now traded at around $35.13. The impact to a portfolio due to this purchase was 0.02%. The holding were 20,000 shares as of .

New Purchase: Varian Medical Systems Inc (VAR)

Evercore Wealth Management, LLC initiated holding in Varian Medical Systems Inc. The purchase prices were between $125.35 and $141.98, with an estimated average price of $133.49. The stock is now traded at around $108.53. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,957 shares as of .

New Purchase: Northrop Grumman Corp (NOC)

Evercore Wealth Management, LLC initiated holding in Northrop Grumman Corp. The purchase prices were between $266.76 and $323.82, with an estimated average price of $298.05. The stock is now traded at around $369.15. The impact to a portfolio due to this purchase was 0.01%. The holding were 710 shares as of .

New Purchase: Carlisle Companies Inc (CSL)

Evercore Wealth Management, LLC initiated holding in Carlisle Companies Inc. The purchase prices were between $124.09 and $141.42, with an estimated average price of $134.43. The stock is now traded at around $141.19. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,467 shares as of .

New Purchase: Prudential Financial Inc (PRU)

Evercore Wealth Management, LLC initiated holding in Prudential Financial Inc. The purchase prices were between $92.38 and $105.71, with an estimated average price of $99.72. The stock is now traded at around $81.40. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,270 shares as of .

Added: Morgan Stanley (MS)

Evercore Wealth Management, LLC added to a holding in Morgan Stanley by 20.80%. The purchase prices were between $40.69 and $48.46, with an estimated average price of $44.62. The stock is now traded at around $39.94. The impact to a portfolio due to this purchase was 0.26%. The holding were 1,092,795 shares as of .

Added: iShares Core S&P Mid-Cap ETF (IJH)

Evercore Wealth Management, LLC added to a holding in iShares Core S&P Mid-Cap ETF by 54.06%. The purchase prices were between $180.31 and $197.09, with an estimated average price of $190.89. The stock is now traded at around $188.67. The impact to a portfolio due to this purchase was 0.05%. The holding were 21,527 shares as of .

Added: iShares Russell 2000 ETF (IWM)

Evercore Wealth Management, LLC added to a holding in iShares Russell 2000 ETF by 24.24%. The purchase prices were between $145.35 and $160.15, with an estimated average price of $153.69. The stock is now traded at around $150.35. The impact to a portfolio due to this purchase was 0.05%. The holding were 51,914 shares as of .

Added: Vanguard Dividend Appreciation ETF (VIG)

Evercore Wealth Management, LLC added to a holding in Vanguard Dividend Appreciation ETF by 56.64%. The purchase prices were between $108.45 and $116.09, with an estimated average price of $112.15. The stock is now traded at around $118.00. The impact to a portfolio due to this purchase was 0.04%. The holding were 30,277 shares as of .

Added: iShares Core S&P Small-Cap ETF (IJR)

Evercore Wealth Management, LLC added to a holding in iShares Core S&P Small-Cap ETF by 114.09%. The purchase prices were between $72.93 and $81.1, with an estimated average price of $77.42. The stock is now traded at around $76.40. The impact to a portfolio due to this purchase was 0.04%. The holding were 27,708 shares as of .

Added: iShares Russell Mid-Cap ETF (IWR)

Evercore Wealth Management, LLC added to a holding in iShares Russell Mid-Cap ETF by 51.82%. The purchase prices were between $52.35 and $56.11, with an estimated average price of $54.7. The stock is now traded at around $55.17. The impact to a portfolio due to this purchase was 0.03%. The holding were 53,775 shares as of .

Sold Out: Blackstone Group Inc (BX)

Evercore Wealth Management, LLC sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.

Sold Out: AerCap Holdings NV (AER)

Evercore Wealth Management, LLC sold out a holding in AerCap Holdings NV. The sale prices were between $44.82 and $52.01, with an estimated average price of $49.

Sold Out: SPDR S&P International Small Cap ETF (GWX)

Evercore Wealth Management, LLC sold out a holding in SPDR S&P International Small Cap ETF. The sale prices were between $28.7 and $30.78, with an estimated average price of $29.8.

Sold Out: Allergan PLC (AGN)

Evercore Wealth Management, LLC sold out a holding in Allergan PLC. The sale prices were between $115.73 and $167.43, with an estimated average price of $138.45.

Sold Out: JM Smucker Co (SJM)

Evercore Wealth Management, LLC sold out a holding in JM Smucker Co. The sale prices were between $115.19 and $127.5, with an estimated average price of $122.15.

Sold Out: Vanguard Information Technology ETF (VGT)

Evercore Wealth Management, LLC sold out a holding in Vanguard Information Technology ETF. The sale prices were between $190.92 and $213.69, with an estimated average price of $206.25.



Here is the complete portfolio of Evercore Wealth Management, LLC. Also check out:

1. Evercore Wealth Management, LLC's Undervalued Stocks
2. Evercore Wealth Management, LLC's Top Growth Companies, and
3. Evercore Wealth Management, LLC's High Yield stocks
4. Stocks that Evercore Wealth Management, LLC keeps buying

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