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) 2,188

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

Sector Weighting

Basic Materials 5.97%
Capital Goods 3.98%
Conglomerates 0.01%
Consumer Cyclical 5.51%
Consumer/Non-Cyclical 3.29%
Energy 6.42%
Financial 21.98%
Healthcare 11.23%
Services 19.18%
Technology 17.24%
Transportation 3.34%
Utilities 1.53%

473 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 51,741 903 1.78 531,219
TJX COS INC NEW COM 45,896 555 1.22 657,346
DISNEY WALT CO COM DISNEY 43,291 896 2.11 360,755
HOME DEPOT INC COM 43,002 1,443 3.47 367,447
AUTOZONE INC COM 41,930 1,491 3.69 59,820
CBRE GROUP INC CL A 41,709 1,349 3.34 1,098,472
GILEAD SCIENCES INC COM 37,959 1,896 5.26 322,065
ACE LIMITED SHS 36,487 1,508 4.31 335,455
MICROSOFT CORP COM 36,080 1,100 3.14 772,582
BERKSHIRE HATHAWAY INC DEL CL B NEW 32,888 962 3.01 230,406
SCHLUMBERGER LTD COM 31,900 1,011 3.27 385,178
NIKE INC CL B 31,154 1,060 3.52 270,390
JOHNSON & JOHNSON COM 30,968 370 1.21 309,035
BLACKSTONE GROUP L P COM UNIT LTD 30,098 1,916 6.80 766,837
ROPER TECHNOLOGIES INC COM 30,056 605 2.05 179,687
ACCENTURE PLC IRELAND SHS CLASS A 29,978 1,082 3.74 290,736
ISHARES TR HDG MSCI GERMN 29,875 29,875 New 1,129,496
GOOGLE INC CL C 29,293 3,471 13.44 46,823
AUTONATION INC COM 28,971 514 1.81 464,718
UNITED TECHNOLOGIES CORP COM 28,667 1,695 6.29 285,785