EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,086
New Positions 211
Increased Positions 473
Decreased Positions 297
Positions with Activity 770
Sold Out Positions 79
Total Mkt Value (in $ millions) 2,181

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

Sector Weighting

Basic Materials 6.3%
Capital Goods 4.14%
Conglomerates 0.01%
Consumer Cyclical 5.53%
Consumer/Non-Cyclical 3.25%
Energy 6.88%
Financial 21.76%
Healthcare 11%
Services 19.14%
Technology 16.91%
Transportation 3.23%
Utilities 1.57%

1,086 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 80,102 -450 (0.56) 633,517
UNITEDHEALTH GROUP INC COM 50,241 -1,122 (2.18) 412,452
MASTERCARD INC CL A 50,062 873 1.78 531,219
NXP SEMICONDUCTORS N V COM 44,471 -7,855 (15.01) 453,231
TJX COS INC NEW COM 43,911 531 1.22 657,346
DISNEY WALT CO COM DISNEY 41,476 858 2.11 360,755
CBRE GROUP INC CL A 41,390 1,339 3.34 1,098,472
HOME DEPOT INC COM 40,967 1,374 3.47 367,447
AUTOZONE INC COM 40,180 1,429 3.69 59,820
GILEAD SCIENCES INC COM 37,050 1,851 5.26 322,065
AMERICAN TOWER CORP NEW COM 36,438 -372 (1.01) 383,925
ACE LIMITED SHS 34,800 1,439 4.31 335,455
MICROSOFT CORP COM 34,303 1,046 3.14 772,582
MCKESSON CORP COM 33,419 -163 (0.49) 149,017
SCHLUMBERGER LTD COM 32,359 1,026 3.27 385,178
BLACKSTONE GROUP L P COM UNIT LTD 31,686 2,017 6.80 766,837
BERKSHIRE HATHAWAY INC DEL CL B NEW 31,655 926 3.01 230,406
ROPER TECHNOLOGIES INC COM 31,372 631 2.05 179,687
UNITED TECHNOLOGIES CORP COM 31,311 1,851 6.29 285,785
CELANESE CORP DEL COM SER A 30,915 1,236 4.16 419,356