EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 1,081
New Positions 165
Increased Positions 426
Decreased Positions 314
Positions with Activity 740
Sold Out Positions 62
Total Mkt Value (in $ millions) 1,859

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

Sector Weighting

Basic Materials 6.18%
Capital Goods 4.21%
Conglomerates 0.01%
Consumer Cyclical 4.15%
Consumer/Non-Cyclical 3.81%
Energy 8.21%
Financial 20.77%
Healthcare 11.21%
Services 17.23%
Technology 17.88%
Transportation 3.69%
Utilities 2.31%

426 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 62,704 1,581 2.59 642,001
TJX COS INC NEW COM 37,340 1,437 4.00 618,208
MASTERCARD INC CL A 37,065 1,356 3.80 517,952
AMERICAN TOWER CORP NEW COM 35,483 749 2.16 380,838
UNITEDHEALTH GROUP INC COM 35,379 1,625 4.82 401,213
ACE LIMITED SHS 32,465 1,239 3.97 310,341
SCHLUMBERGER LTD COM 31,874 2,096 7.04 339,196
MICROSOFT CORP COM 31,233 2,519 8.77 715,867
HOME DEPOT INC COM 29,584 2,351 8.64 327,841
BERKSHIRE HATHAWAY INC DEL CL B NEW 29,394 1,239 4.40 214,413
DISNEY WALT CO COM DISNEY 28,683 972 3.51 342,162
MCKESSON CORP COM 28,611 3,167 12.45 149,618
QUALCOMM INC COM 27,916 406 1.48 385,417
CBRE GROUP INC CL A 27,530 2,328 9.24 949,967
AMERICAN EXPRESS CO COM 26,798 1,240 4.85 324,513
UNION PAC CORP COM 26,560 852 3.31 249,621
JOHNSON & JOHNSON COM 25,549 2,037 8.66 258,851
GILEAD SCIENCES INC COM 25,511 5,598 28.11 253,214
AUTOZONE INC COM 25,208 3,603 16.68 49,663
UNITED TECHNOLOGIES CORP COM 24,867 1,648 7.10 244,922