EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 956
New Positions 99
Increased Positions 310
Decreased Positions 307
Positions with Activity 617
Sold Out Positions 40
Total Mkt Value (in $ millions) 1,873

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

Sector Weighting

Basic Materials 6.13%
Capital Goods 4.39%
Conglomerates 0.02%
Consumer Cyclical 3.59%
Consumer/Non-Cyclical 4.03%
Energy 9.61%
Financial 21%
Healthcare 10.46%
Services 17.01%
Technology 18.09%
Transportation 3.5%
Utilities 2.06%

617 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 59,590 -6,659 (10.05) 625,814
MASTERCARD INC CL A 37,840 -1,867 (4.7) 499,006
SCHLUMBERGER LTD COM 36,347 111 .31 316,889
EXXON MOBIL CORP COM 34,868 -2,997 (7.91) 342,719
AMERICAN TOWER CORP NEW COM 34,164 -976 (2.78) 372,802
TJX COS INC NEW COM 31,831 -716 (2.2) 594,412
UNITEDHEALTH GROUP INC COM 31,721 748 2.41 382,781
NXP SEMICONDUCTORS N V COM 31,648 -2,050 (6.08) 476,485
ACE LIMITED SHS 31,223 705 2.31 298,497
QUALCOMM INC COM 30,232 388 1.30 379,805
AMERICAN EXPRESS CO COM 29,238 -1,178 (3.87) 309,497
DISNEY WALT CO COM DISNEY 28,723 -1,447 (4.8) 330,569
CBRE GROUP INC CL A 28,307 9,028 46.83 869,652
ALBANY MOLECULAR RESH INC COM 27,961 -651 (2.28) 1,331,480
MICROSOFT CORP COM 27,701 432 1.59 658,135
BERKSHIRE HATHAWAY INC DEL CL B NEW 26,417 -309 (1.16) 205,374
UNITED TECHNOLOGIES CORP COM 26,100 1,090 4.36 228,686
MCKESSON CORP COM 25,144 -487 (1.9) 133,059
JOHNSON & JOHNSON COM 25,036 -1,497 (5.64) 238,215
CABOT CORP COM 24,529 -143 (0.58) 429,200


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