EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 1,078
New Positions 164
Increased Positions 422
Decreased Positions 315
Positions with Activity 737
Sold Out Positions 62
Total Mkt Value (in $ millions) 1,975

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

Sector Weighting

Basic Materials 6.33%
Capital Goods 4.28%
Conglomerates 0.01%
Consumer Cyclical 3.93%
Consumer/Non-Cyclical 3.69%
Energy 8.99%
Financial 20.51%
Healthcare 10.72%
Services 17.19%
Technology 18.24%
Transportation 3.44%
Utilities 2.31%

737 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTOZONE INC COM 26,760 3,825 16.68 49,663
UNITED TECHNOLOGIES CORP COM 26,447 1,753 7.10 244,922
UNION PAC CORP COM 26,278 843 3.31 249,621
WEYERHAEUSER CO COM 25,398 1,240 5.13 748,102
CHEVRON CORP NEW COM 24,840 562 2.31 191,888
ROPER INDS INC NEW COM 24,772 1,215 5.16 164,530
CABOT CORP COM 23,375 -137 (0.58) 426,700
AUTONATION INC COM 22,319 830 3.86 411,415
ACCENTURE PLC IRELAND SHS CLASS A 22,127 588 2.73 272,973
BLACKSTONE GROUP L P COM UNIT LTD 21,888 437 2.04 652,780
3M CO COM 21,718 1,136 5.52 150,818
POLARIS INDS INC COM 21,308 1,510 7.63 146,566
GOOGLE INC CL C 21,205 736 3.60 37,097
GOOGLE INC CL A 21,130 276 1.32 36,283
CELANESE CORP DEL COM SER A 20,518 1,808 9.66 328,072
ENTERPRISE PRODS PARTNERS L P COM 20,429 2,546 14.24 502,794
DIRECTV COM 19,487 -3,029 (13.45) 225,408
NIKE INC CL B 19,446 1,392 7.71 247,568
UNITED PARCEL SERVICE INC CL B 19,386 -168 (0.86) 199,177
NOVARTIS A G SPONSORED ADR 18,718 -262 (1.38) 208,350