EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,080
New Positions 211
Increased Positions 471
Decreased Positions 293
Positions with Activity 764
Sold Out Positions 77
Total Mkt Value (in $ millions) 2,220

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

Sector Weighting

Basic Materials 6.38%
Capital Goods 4.21%
Conglomerates 0.01%
Consumer Cyclical 5.34%
Consumer/Non-Cyclical 3.23%
Energy 7.24%
Financial 21.54%
Healthcare 10.91%
Services 18.58%
Technology 17.31%
Transportation 3.33%
Utilities 1.7%

764 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 31,157 372 1.21 309,035
UNION PAC CORP COM 30,118 2,186 7.83 292,688
WESTERN DIGITAL CORP COM 29,304 2,692 10.12 314,442
WEYERHAEUSER CO COM 29,219 1,265 4.53 886,494
AUTONATION INC COM 28,515 506 1.81 464,718
CELANESE CORP DEL COM SER A 28,210 1,128 4.16 419,356
NIKE INC CL B 27,964 951 3.52 270,390
ACCENTURE PLC IRELAND SHS CLASS A 27,937 1,008 3.74 290,736
EXXON MOBIL CORP COM 26,428 -574 (2.13) 309,645
3M CO COM 26,265 1,086 4.31 164,580
GOOGLE INC CL C 24,925 2,953 13.44 46,823
EAST WEST BANCORP INC COM 23,554 23,554 New 550,974
POLARIS INDS INC COM 23,148 1,273 5.82 159,091
ROCK-TENN CO CL A 21,746 -110 (0.5) 329,089
NOVARTIS A G SPONSORED ADR 21,591 51 .24 212,076
ANSYS INC COM 21,452 261 1.23 240,709
AMERICAN EXPRESS CO COM 21,133 -6,990 (24.85) 263,540
AMC NETWORKS INC CL A 21,092 876 4.33 271,443
CHEVRON CORP NEW COM 20,963 -1,437 (6.42) 202,955
GOOGLE INC CL A 20,633 676 3.39 37,707


Latest News Headlines

View All Latest Headlines
Create your free portfolio