EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,037
New Positions 90
Increased Positions 266
Decreased Positions 428
Positions with Activity 694
Sold Out Positions 167
Total Mkt Value (in $ millions) 2,030

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

Sector Weighting

Basic Materials 6.53%
Capital Goods 4.53%
Conglomerates 0.01%
Consumer Cyclical 5.46%
Consumer/Non-Cyclical 3.43%
Energy 7.24%
Financial 16.5%
Healthcare 11.66%
Services 19.42%
Technology 19.5%
Transportation 3.59%
Utilities 1.88%

694 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MERCK & CO INC NEW COM 5,792 -200 (3.34) 95,753
LOWES COS INC COM 5,768 -447 (7.19) 81,891
DU PONT E I DE NEMOURS & CO COM 5,425 -516 (8.68) 74,528
ABBOTT LABS COM 5,416 -45 (0.82) 115,594
ISHARES TR RUS 1000 GRW ETF 5,414 76 1.42 54,414
ISHARES TR CORE S&P MCP ETF 5,286 -700 (11.69) 35,305
METLIFE INC COM 5,109 119 2.39 98,048
US BANCORP DEL COM NEW 5,101 -439 (7.92) 117,948
CHURCH & DWIGHT INC COM 5,043 -179 (3.42) 61,753
IDEXX LABS INC COM 4,787 -190 (3.83) 37,705
CONOCOPHILLIPS COM 4,718 -474 (9.13) 70,209
BRISTOL MYERS SQUIBB CO COM 4,711 -99 (2.06) 72,451
ISHARES TR MSCI EAFE ETF 4,608 -4,606 (49.99) 69,625
BERKSHIRE HATHAWAY INC DEL CL A 4,360 218 5.26 20
ILLINOIS TOOL WKS INC COM 4,170 -30 (0.71) 43,992
ENBRIDGE ENERGY PARTNERS L P COM 4,116 15 .36 107,376
DEVON ENERGY CORP NEW COM 3,898 1,210 45 58,483
PHILIP MORRIS INTL INC COM 3,809 -189 (4.72) 46,001
COCA COLA CO COM 3,808 -7 (0.18) 93,450
AFLAC INC COM 3,672 -419 (10.24) 57,617