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 1,086
New Positions 211
Increased Positions 473
Decreased Positions 297
Positions with Activity 770
Sold Out Positions 79
Total Mkt Value (in $ millions) 2,181

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

Sector Weighting

Basic Materials 6.3%
Capital Goods 4.14%
Conglomerates 0.01%
Consumer Cyclical 5.53%
Consumer/Non-Cyclical 3.25%
Energy 6.88%
Financial 21.76%
Healthcare 11%
Services 19.14%
Technology 16.91%
Transportation 3.23%
Utilities 1.57%

770 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 30,421 364 1.21 309,035
NIKE INC CL B 29,708 1,011 3.52 270,390
AUTONATION INC COM 29,472 523 1.81 464,718
ISHARES TR HDG MSCI GERMN 29,277 29,277 New 1,129,496
ACCENTURE PLC IRELAND SHS CLASS A 28,297 1,021 3.74 290,736
UNION PAC CORP COM 28,291 2,054 7.83 292,688
WEYERHAEUSER CO COM 28,226 1,222 4.53 886,494
EXXON MOBIL CORP COM 25,744 -560 (2.13) 309,645
3M CO COM 25,572 1,057 4.31 164,580
WESTERN DIGITAL CORP COM 25,429 2,336 10.12 314,442
GOOGLE INC CL C 24,507 2,904 13.44 46,823
EAST WEST BANCORP INC COM 24,491 24,491 New 550,974
POLARIS INDS INC COM 23,727 1,305 5.82 159,091
AMC NETWORKS INC CL A 22,573 937 4.33 271,443
ANSYS INC COM 22,003 267 1.23 240,709
NOVARTIS A G SPONSORED ADR 21,165 50 .24 212,076
GOOGLE INC CL A 20,639 676 3.39 37,707
AMERICAN EXPRESS CO COM 20,611 -6,817 (24.85) 263,540
ROCK-TENN CO CL A 20,394 -103 (0.5) 329,089
FASTENAL CO COM 20,019 655 3.38 475,517


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