EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 1,050
New Positions 30
Increased Positions 247
Decreased Positions 311
Positions with Activity 558
Sold Out Positions 103
Total Mkt Value (in $ millions) 2,039

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

Sector Weighting

Basic Materials 6.4%
Capital Goods 4.56%
Conglomerates 0.01%
Consumer Cyclical 5.08%
Consumer/Non-Cyclical 3.46%
Energy 6.93%
Financial 20.69%
Healthcare 11.42%
Services 17.5%
Technology 17.94%
Transportation 3.66%
Utilities 1.99%

558 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ANSYS INC COM 18,508 1,075 6.17 226,653
GOOGLE INC CL A 18,428 52 .28 36,386
CABOT CORP COM 17,655 -104 (0.59) 424,200
ALLERGAN INC COM 17,512 -4,970 (22.11) 84,181
ENTERPRISE PRODS PARTNERS L P COM 17,318 -235 (1.34) 496,070
DIRECTV COM 17,126 -1,631 (8.69) 205,811
AMC NETWORKS INC CL A 17,033 1,337 8.52 283,405
PRECISION CASTPARTS CORP COM 15,374 2,830 22.56 65,787
RALPH LAUREN CORP CL A 14,409 13,456 1,412.02 80,409
SPDR S&P 500 ETF TR TR UNIT 12,707 369 2.99 62,970
LAS VEGAS SANDS CORP COM 12,586 2,385 23.38 240,605
CISCO SYS INC COM 12,499 175 1.42 466,213
VANGUARD INDEX FDS SMALL CP ETF 12,409 -1,480 (10.66) 107,587
EXAMWORKS GROUP INC COM 12,084 12,082 632,570 316,335
MARATHON OIL CORP COM 11,929 675 6.00 447,275
PEPSICO INC COM 11,431 383 3.46 121,970
SHERWIN WILLIAMS CO COM 11,215 -318 (2.76) 44,444
AUTOMATIC DATA PROCESSING INC COM 11,169 -148 (1.31) 131,891
WELLS FARGO & CO NEW COM 10,388 -96 (0.92) 193,116
SCHWAB CHARLES CORP NEW COM 10,047 -292 (2.82) 344,194


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