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 308
Positions with Activity 618
Sold Out Positions 40
Total Mkt Value (in $ millions) 1,879

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

Sector Weighting

Basic Materials 6.1%
Capital Goods 4.37%
Conglomerates 0.02%
Consumer Cyclical 3.55%
Consumer/Non-Cyclical 4.01%
Energy 9.61%
Financial 21.04%
Healthcare 10.31%
Services 17.07%
Technology 18.24%
Transportation 3.52%
Utilities 2.07%

618 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 59,096 -6,603 (10.05) 625,814
MASTERCARD INC CL A 38,673 -1,908 (4.7) 499,006
SCHLUMBERGER LTD COM 35,606 109 .31 316,889
EXXON MOBIL CORP COM 35,208 -3,026 (7.91) 342,719
AMERICAN TOWER CORP NEW COM 34,473 -985 (2.78) 372,802
UNITEDHEALTH GROUP INC COM 32,735 772 2.41 382,781
NXP SEMICONDUCTORS N V COM 31,739 -2,056 (6.08) 476,485
TJX COS INC NEW COM 31,492 -708 (2.2) 594,412
ACE LIMITED SHS 31,068 701 2.31 298,497
QUALCOMM INC COM 30,153 387 1.30 379,805
MICROSOFT CORP COM 29,412 459 1.59 658,135
AMERICAN EXPRESS CO COM 28,947 -1,166 (3.87) 309,497
CBRE GROUP INC CL A 28,785 9,180 46.83 869,652
DISNEY WALT CO COM DISNEY 28,366 -1,429 (4.8) 330,569
ALBANY MOLECULAR RESH INC COM 26,643 -620 (2.28) 1,331,480
BERKSHIRE HATHAWAY INC DEL CL B NEW 26,345 -309 (1.16) 205,374
UNITED TECHNOLOGIES CORP COM 25,972 1,085 4.36 228,686
MCKESSON CORP COM 25,474 -494 (1.9) 133,059
UNION PAC CORP COM 24,485 -1,253 (4.87) 241,616
CHEVRON CORP NEW COM 24,455 -4,740 (16.24) 187,550


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