EVERCORE WEALTH MANAGEMENT, LLC
55 EAST 52ND STREET, NEW YORK, New York, 10055, (212) 822-7594
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 1,370 |
| New Positions | 30 |
| Increased Positions | 201 |
| Decreased Positions | 961 |
| Positions with Activity | 1,162 |
| Sold Out Positions | 563 |
| Total Mkt Value (in $ millions) |
1,773 |
Sector Weighting
| Basic Materials | 4.59% |
| Capital Goods | 4.86% |
| Conglomerates | 0.03% |
| Consumer Cyclical | 2.9% |
| Consumer/Non-Cyclical | 5.08% |
| Energy | 11.4% |
| Financial | 24.26% |
| Healthcare | 9.31% |
| Services | 14.56% |
| Technology | 17.35% |
| Transportation | 3.81% |
| Utilities | 1.79% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
1,162 Activity Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| WISDOMTREE TRUST | EMERG MKTS ETF | 58,967 | 25,582 | 76.63 | 1,146,558 |
| APPLE INC | COM | 46,434 | 528 | 1.15 | 107,543 |
| EXXON MOBIL CORP | COM | 43,927 | 204 | .47 | 477,828 |
| GOOGLE INC | CL A | 39,224 | 1,979 | 5.31 | 43,552 |
| SPDR GOLD TRUST | GOLD SHS | 35,783 | 12,801 | 55.70 | 270,815 |
| MASTERCARD INC | CL A | 32,732 | 1,882 | 6.10 | 56,008 |
| TJX COS INC NEW | COM | 32,541 | 3,614 | 12.49 | 643,994 |
| MICROSOFT CORP | COM | 29,330 | 2,711 | 10.19 | 838,471 |
| CHEVRON CORP NEW | COM | 28,621 | -318 | (1.1) | 235,522 |
| AMERICAN EXPRESS CO | COM | 26,906 | 2,750 | 11.38 | 358,839 |
| DISNEY WALT CO | COM DISNEY | 26,386 | 3,359 | 14.59 | 404,138 |
| JOHNSON & JOHNSON | COM | 25,740 | 463 | 1.83 | 298,054 |
| UNITEDHEALTH GROUP INC | COM | 23,103 | 2,706 | 13.27 | 351,744 |
| AMERICAN TOWER CORP NEW | COM | 22,971 | 7,663 | 50.06 | 297,205 |
| SCHLUMBERGER LTD | COM | 22,814 | 3,776 | 19.83 | 307,627 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 22,356 | 2,733 | 13.93 | 194,117 |
| ACE LIMITED | SHS | 21,996 | 858 | 4.06 | 243,970 |
| UNION PAC CORP | COM | 21,320 | 2,706 | 14.54 | 134,981 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 20,124 | 1,747 | 9.51 | 242,662 |
| BEAM INC | COM | 19,162 | 5,819 | 43.61 | 294,755 |
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