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 1,080
New Positions 211
Increased Positions 471
Decreased Positions 293
Positions with Activity 764
Sold Out Positions 77
Total Mkt Value (in $ millions) 2,220

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

Sector Weighting

Basic Materials 6.38%
Capital Goods 4.21%
Conglomerates 0.01%
Consumer Cyclical 5.34%
Consumer/Non-Cyclical 3.23%
Energy 7.24%
Financial 21.54%
Healthcare 10.91%
Services 18.58%
Technology 17.31%
Transportation 3.33%
Utilities 1.7%

471 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MASTERCARD INC CL A 48,814 851 1.78 531,219
TJX COS INC NEW COM 43,497 526 1.22 657,346
CBRE GROUP INC CL A 42,137 1,363 3.34 1,098,472
AUTOZONE INC COM 41,182 1,464 3.69 59,820
HOME DEPOT INC COM 40,761 1,367 3.47 367,447
DISNEY WALT CO COM DISNEY 39,481 817 2.11 360,755
MICROSOFT CORP COM 35,995 1,097 3.14 772,582
ACE LIMITED SHS 35,820 1,481 4.31 335,455
GILEAD SCIENCES INC COM 35,353 1,766 5.26 322,065
SCHLUMBERGER LTD COM 34,951 1,108 3.27 385,178
UNITED TECHNOLOGIES CORP COM 33,400 1,975 6.29 285,785
BLACKSTONE GROUP L P COM UNIT LTD 33,112 2,107 6.80 766,837
BERKSHIRE HATHAWAY INC DEL CL B NEW 33,093 968 3.01 230,406
ROPER TECHNOLOGIES INC COM 31,573 636 2.05 179,687
ISHARES TR HDG MSCI GERMN 31,310 31,310 New 1,129,496
JOHNSON & JOHNSON COM 31,157 372 1.21 309,035
UNION PAC CORP COM 30,118 2,186 7.83 292,688
WESTERN DIGITAL CORP COM 29,304 2,692 10.12 314,442
WEYERHAEUSER CO COM 29,219 1,265 4.53 886,494
AUTONATION INC COM 28,515 506 1.81 464,718