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 1,078
New Positions 164
Increased Positions 422
Decreased Positions 315
Positions with Activity 737
Sold Out Positions 62
Total Mkt Value (in $ millions) 1,975

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

Sector Weighting

Basic Materials 6.33%
Capital Goods 4.28%
Conglomerates 0.01%
Consumer Cyclical 3.93%
Consumer/Non-Cyclical 3.69%
Energy 8.99%
Financial 20.51%
Healthcare 10.72%
Services 17.19%
Technology 18.24%
Transportation 3.44%
Utilities 2.31%

164 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHEGG INC COM 1,033 1,033 New 149,565
RALPH LAUREN CORP CL A 900 900 New 5,318
TEEKAY LNG PARTNERS L P PRTNRSP UNITS 434 434 New 10,000
DELTA AIR LINES INC DEL COM NEW 403 403 New 10,191
JETBLUE AIRWAYS CORP COM 336 336 New 27,500
ROYAL CARIBBEAN CRUISES LTD COM 255 255 New 4,000
UNITED CONTL HLDGS INC COM 238 238 New 5,000
AMERICAN RLTY CAP PPTYS INC COM 233 233 New 17,724
CRAY INC COM NEW 226 226 New 8,000
ATLAS PIPELINE PARTNERS LP UNIT L P INT 222 222 New 6,000
ROYAL DUTCH SHELL PLC SPON ADR B 203 203 New 2,392
ISHARES 1-3 YR CR BD ETF 199 199 New 1,890
KEURIG GREEN MTN INC COM 187 187 New 1,400
REYNOLDS AMERICAN INC COM 175 175 New 2,987
MACROGENICS INC COM 173 173 New 8,120
ISHARES TR U.S. REAL ES ETF 163 163 New 2,200
SPLUNK INC COM 135 135 New 2,500
OCH ZIFF CAP MGMT GROUP CL A 124 124 New 10,000
WELLS FARGO & CO NEW PERP PFD CNV A 122 122 New 100
BANKWELL FINL GROUP INC COM 117 117 New 6,000


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