EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 1,071
New Positions 58
Increased Positions 253
Decreased Positions 531
Positions with Activity 784
Sold Out Positions 217
Total Mkt Value (in $ millions) 1,829

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

Sector Weighting

Basic Materials 5.5%
Capital Goods 3.78%
Conglomerates 0.01%
Consumer Cyclical 3.65%
Consumer/Non-Cyclical 5.84%
Energy 9.93%
Financial 21.94%
Healthcare 9.17%
Services 16.92%
Technology 17.66%
Transportation 3.69%
Utilities 1.87%

784 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MCKESSON CORP COM 22,829 502 2.25 135,637
AUTOZONE INC COM 22,758 2,772 13.87 43,791
ALBANY MOLECULAR RESH INC COM 21,677 -215 (0.98) 1,362,480
BLACKSTONE GROUP L P COM UNIT LTD 21,494 1,861 9.48 711,720
ACCENTURE PLC IRELAND SHS CLASS A 21,164 673 3.28 268,169
GOOGLE INC CL A 21,011 -1,201 (5.41) 38,293
DIRECTV COM 20,674 2,662 14.78 275,916
ROPER INDS INC NEW COM 20,641 1,898 10.13 160,024
GOOGLE INC CL C 20,542 -1,174 (5.41) 38,293
AUTONATION INC COM 20,021 4,973 33.05 376,965
UNITED PARCEL SERVICE INC CL B 19,638 139 .71 205,029
WESTERN DIGITAL CORP COM 19,628 2,697 15.93 219,630
3M CO COM 19,086 -749 (3.78) 142,334
AMC NETWORKS INC CL A 17,964 2,987 19.94 268,927
WEYERHAEUSER CO COM 17,831 14,459 428.88 642,322
NOVARTIS A G SPONSORED ADR 17,749 115 .66 211,824
POLARIS INDS INC COM 17,511 993 6.01 131,080
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 17,504 10,292 142.70 430,613
ALLERGAN INC COM 17,120 3,663 27.22 133,958
CELANESE CORP DEL COM SER A 17,107 1,412 9.00 304,345