EVERCORE WEALTH MANAGEMENT, LLC Information

55 EAST 52ND STREET, NEW YORK, New York, 10055, (212) 822-7594

Report Date: 12/31/2014

Position Statistics

Total Positions 1,036
New Positions 89
Increased Positions 265
Decreased Positions 428
Positions with Activity 693
Sold Out Positions 167
Total Mkt Value (in $ millions) 2,031

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 6.59%
Capital Goods 4.56%
Conglomerates 0.01%
Consumer Cyclical 5.48%
Consumer/Non-Cyclical 3.49%
Energy 7.24%
Financial 16.47%
Healthcare 11.75%
Services 19.44%
Technology 19.22%
Transportation 3.58%
Utilities 1.88%

1,036 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 79,475 -15 (0.02) 637,077
NXP SEMICONDUCTORS N V COM 53,185 4,516 9.28 533,290
UNITEDHEALTH GROUP INC COM 50,055 1,297 2.66 421,660
MASTERCARD INC CL A 45,373 -25 (0.06) 521,953
TJX COS INC NEW COM 42,373 573 1.37 649,397
CBRE GROUP INC CL A 40,838 2,099 5.42 1,062,947
HOME DEPOT INC COM 39,809 1,450 3.78 355,120
AUTOZONE INC COM 39,429 1,342 3.52 57,693
DISNEY WALT CO COM DISNEY 37,692 696 1.88 353,289
AMERICAN TOWER CORP NEW COM 37,272 779 2.14 387,845
ACE LIMITED SHS 35,420 161 .46 321,587
SCHLUMBERGER LTD COM 34,634 1,708 5.19 372,970
MCKESSON CORP COM 34,146 338 1.00 149,743
BERKSHIRE HATHAWAY INC DEL CL B NEW 31,470 923 3.02 223,669
MICROSOFT CORP COM 31,171 216 .70 749,030
GILEAD SCIENCES INC COM 31,020 3,785 13.90 305,975
UNITED TECHNOLOGIES CORP COM 30,951 804 2.67 268,886
JOHNSON & JOHNSON COM 30,406 -333 (1.09) 305,342
BLACKSTONE GROUP L P COM UNIT LTD 30,050 2,219 7.97 718,034
UNION PAC CORP COM 29,430 1,630 5.86 271,442


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