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 310
Positions with Activity 557
Sold Out Positions 103
Total Mkt Value (in $ millions) 2,032

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

Sector Weighting

Basic Materials 6.4%
Capital Goods 4.55%
Conglomerates 0.01%
Consumer Cyclical 5%
Consumer/Non-Cyclical 3.48%
Energy 6.84%
Financial 20.36%
Healthcare 11.6%
Services 17.93%
Technology 17.87%
Transportation 3.63%
Utilities 2.03%

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 74,654 -563 (0.75) 637,194
UNITEDHEALTH GROUP INC COM 43,640 1,011 2.37 410,731
MASTERCARD INC CL A 42,840 352 .83 522,242
TJX COS INC NEW COM 42,242 1,477 3.62 640,610
NXP SEMICONDUCTORS N V COM 38,718 1,286 3.44 488,007
AMERICAN TOWER CORP NEW COM 36,815 -107 (0.29) 379,734
HOME DEPOT INC COM 35,731 1,498 4.38 342,187
ACE LIMITED SHS 34,561 1,057 3.15 320,128
AUTOZONE INC COM 33,269 3,622 12.22 55,730
CBRE GROUP INC CL A 32,609 1,887 6.14 1,008,308
DISNEY WALT CO COM DISNEY 31,541 418 1.34 346,761
MCKESSON CORP COM 31,528 -288 (0.91) 148,262
BERKSHIRE HATHAWAY INC DEL CL B NEW 31,244 388 1.26 217,111
JOHNSON & JOHNSON COM 30,912 4,991 19.25 308,690
UNITED TECHNOLOGIES CORP COM 30,061 1,949 6.93 261,900
UNION PAC CORP COM 30,054 796 2.72 256,411
MICROSOFT CORP COM 30,051 1,130 3.91 743,832
EXXON MOBIL CORP COM 29,283 -456 (1.53) 334,973
SCHLUMBERGER LTD COM 29,214 1,267 4.54 354,577
WEYERHAEUSER CO COM 28,768 1,949 7.27 802,459


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