EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 1,071
New Positions 58
Increased Positions 253
Decreased Positions 531
Positions with Activity 784
Sold Out Positions 217
Total Mkt Value (in $ millions) 1,853

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

Sector Weighting

Basic Materials 5.53%
Capital Goods 3.82%
Conglomerates 0.01%
Consumer Cyclical 3.64%
Consumer/Non-Cyclical 5.79%
Energy 9.96%
Financial 21.88%
Healthcare 9.18%
Services 16.98%
Technology 17.61%
Transportation 3.71%
Utilities 1.86%

253 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 52,175 1,388 2.73 99,392
MASTERCARD INC CL A 38,817 1,508 4.04 523,630
EXXON MOBIL CORP COM 37,374 1,099 3.03 372,172
TJX COS INC NEW COM 35,676 424 1.20 607,776
AMERICAN TOWER CORP NEW COM 31,692 2,987 10.41 383,454
SCHLUMBERGER LTD COM 31,564 270 .86 315,921
QUALCOMM INC COM 30,490 2,082 7.33 374,934
ACE LIMITED SHS 29,450 1,602 5.75 291,759
UNITEDHEALTH GROUP INC COM 28,323 3,516 14.18 373,758
CHEVRON CORP NEW COM 27,692 304 1.11 223,900
BEAM INC COM 27,612 2,765 11.13 331,600
BERKSHIRE HATHAWAY INC DEL CL B NEW 26,425 1,940 7.92 207,780
UNITED TECHNOLOGIES CORP COM 25,983 2,361 9.99 219,133
UNION PAC CORP COM 24,076 542 2.30 126,989
MCKESSON CORP COM 23,191 510 2.25 135,637
AUTOZONE INC COM 22,603 2,753 13.87 43,791
BLACKSTONE GROUP L P COM UNIT LTD 22,305 1,931 9.48 711,720
ACCENTURE PLC IRELAND SHS CLASS A 21,159 673 3.28 268,169
DIRECTV COM 20,870 2,687 14.78 275,916
ROPER INDS INC NEW COM 20,858 1,918 10.13 160,024