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 1,085
New Positions 211
Increased Positions 473
Decreased Positions 297
Positions with Activity 770
Sold Out Positions 79
Total Mkt Value (in $ millions) 2,190

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

Sector Weighting

Basic Materials 5.96%
Capital Goods 3.96%
Conglomerates 0.01%
Consumer Cyclical 5.49%
Consumer/Non-Cyclical 3.29%
Energy 6.58%
Financial 21.96%
Healthcare 11.16%
Services 19.1%
Technology 17.3%
Transportation 3.33%
Utilities 1.54%

297 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 77,523 -436 (0.56) 633,517
UNITEDHEALTH GROUP INC COM 49,725 -1,110 (2.18) 412,452
NXP SEMICONDUCTORS N V COM 44,358 -7,835 (15.01) 453,231
AMERICAN TOWER CORP NEW COM 36,454 -372 (1.01) 383,925
MCKESSON CORP COM 32,390 -158 (0.49) 149,017
EXXON MOBIL CORP COM 25,704 -559 (2.13) 309,645
ROCK-TENN CO CL A 20,394 -103 (0.5) 329,089
AMERICAN EXPRESS CO COM 20,061 -6,635 (24.85) 263,540
CHEVRON CORP NEW COM 18,881 -1,294 (6.42) 202,955
UNITED PARCEL SERVICE INC CL B 18,474 -118 (0.63) 182,185
CABOT CORP COM 14,672 -106 (0.72) 414,575
AT&T INC COM 13,871 -749 (5.12) 398,592
ENTERPRISE PRODS PARTNERS L P COM 13,039 -1,143 (8.06) 450,850
CISCO SYS INC COM 12,085 -872 (6.73) 427,032
SHERWIN WILLIAMS CO COM 11,824 -407 (3.33) 42,544
PEPSICO INC COM 11,398 -188 (1.62) 117,953
GENERAL ELECTRIC CO COM 9,950 -120 (1.19) 380,930
ALLERGAN PLC SHS 9,801 -698 (6.64) 29,803
WELLS FARGO & CO NEW COM 9,780 -46 (0.47) 168,194
PFIZER INC COM 8,317 -36 (0.43) 232,772