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 1,079
New Positions 165
Increased Positions 424
Decreased Positions 314
Positions with Activity 738
Sold Out Positions 62
Total Mkt Value (in $ millions) 1,968

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 4.31%
Conglomerates 0.01%
Consumer Cyclical 3.99%
Consumer/Non-Cyclical 3.72%
Energy 8.73%
Financial 20.56%
Healthcare 11.04%
Services 16.94%
Technology 18.23%
Transportation 3.54%
Utilities 2.28%

738 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WESTERN DIGITAL CORP COM 26,682 7,032 35.79 271,987
UNITED TECHNOLOGIES CORP COM 26,584 1,762 7.10 244,922
GILEAD SCIENCES INC COM 26,527 5,821 28.11 253,214
WEYERHAEUSER CO COM 24,762 1,209 5.13 748,102
ROPER INDS INC NEW COM 24,331 1,193 5.16 164,530
CHEVRON CORP NEW COM 23,978 542 2.31 191,888
CABOT CORP COM 23,618 -138 (0.58) 426,700
ACCENTURE PLC IRELAND SHS CLASS A 21,862 581 2.73 272,973
3M CO COM 21,846 1,143 5.52 150,818
POLARIS INDS INC COM 21,529 1,525 7.63 146,566
GOOGLE INC CL C 21,514 747 3.60 37,097
GOOGLE INC CL A 21,363 279 1.32 36,283
AUTONATION INC COM 21,237 790 3.86 411,415
BLACKSTONE GROUP L P COM UNIT LTD 21,215 424 2.04 652,780
ENTERPRISE PRODS PARTNERS L P COM 20,202 2,518 14.24 502,794
NIKE INC CL B 20,103 1,438 7.71 247,568
CELANESE CORP DEL COM SER A 20,071 1,769 9.66 328,072
NOVARTIS A G SPONSORED ADR 19,664 -275 (1.38) 208,350
DIRECTV COM 19,615 -3,049 (13.45) 225,408
UNITED PARCEL SERVICE INC CL B 19,511 -169 (0.86) 199,177