EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 1,050
New Positions 30
Increased Positions 247
Decreased Positions 311
Positions with Activity 558
Sold Out Positions 103
Total Mkt Value (in $ millions) 2,108

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

Sector Weighting

Basic Materials 6.44%
Capital Goods 4.6%
Conglomerates 0.01%
Consumer Cyclical 5.05%
Consumer/Non-Cyclical 3.46%
Energy 7.02%
Financial 20.6%
Healthcare 11.07%
Services 17.66%
Technology 18.09%
Transportation 3.68%
Utilities 1.99%

1,050 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 71,372 -538 (0.75) 637,194
MASTERCARD INC CL A 45,837 377 .83 522,242
TJX COS INC NEW COM 43,478 1,520 3.62 640,610
UNITEDHEALTH GROUP INC COM 42,174 977 2.37 410,731
AMERICAN TOWER CORP NEW COM 38,258 -111 (0.29) 379,734
NXP SEMICONDUCTORS N V COM 37,452 1,244 3.44 488,007
ACE LIMITED SHS 37,144 1,136 3.15 320,128
MICROSOFT CORP COM 35,808 1,346 3.91 743,832
HOME DEPOT INC COM 35,437 1,486 4.38 342,187
CBRE GROUP INC CL A 35,220 2,038 6.14 1,008,308
AUTOZONE INC COM 34,409 3,746 12.22 55,730
BERKSHIRE HATHAWAY INC DEL CL B NEW 32,901 409 1.26 217,111
DISNEY WALT CO COM DISNEY 32,741 434 1.34 346,761
JOHNSON & JOHNSON COM 32,286 5,213 19.25 308,690
AMERICAN EXPRESS CO COM 32,210 1,679 5.50 342,364
WESTERN DIGITAL CORP COM 31,587 823 2.68 279,263
EXXON MOBIL CORP COM 31,414 -489 (1.53) 334,973
MCKESSON CORP COM 31,104 -284 (0.91) 148,262
SCHLUMBERGER LTD COM 30,869 1,339 4.54 354,577
UNION PAC CORP COM 30,846 817 2.72 256,411


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