EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,037
New Positions 90
Increased Positions 266
Decreased Positions 428
Positions with Activity 694
Sold Out Positions 167
Total Mkt Value (in $ millions) 2,030

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

Sector Weighting

Basic Materials 6.53%
Capital Goods 4.53%
Conglomerates 0.01%
Consumer Cyclical 5.46%
Consumer/Non-Cyclical 3.43%
Energy 7.24%
Financial 16.5%
Healthcare 11.66%
Services 19.42%
Technology 19.5%
Transportation 3.59%
Utilities 1.88%

90 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FIVE BELOW INC COM 3,016 3,016 New 87,060
ISHARES TR CORE US AGGBD ET 1,195 1,195 New 10,860
CHENIERE ENERGY INC COM NEW 793 793 New 10,500
EAGLE PT CR CO LLC COM 475 475 New 23,000
ISHARES MSCI AC ASIA ETF 242 242 New 3,565
BRIDGE CAP HLDGS COM 136 136 New 5,000
SHIRE PLC SPONSORED ADR 126 126 New 527
UNISYS CORP COM NEW 125 125 New 5,876
EQUINIX INC COM PAR $0.001 105 105 New 410
AMN HEALTHCARE SERVICES INC COM 103 103 New 4,516
HI-CRUSH PARTNERS LP COM UNIT LTD 100 100 New 3,000
GOODYEAR TIRE & RUBR CO COM 89 89 New 3,171
BOSTON SCIENTIFIC CORP COM 87 87 New 5,000
TC PIPELINES LP UT COM LTD PRT 85 85 New 1,230
RED HAT INC COM 85 85 New 1,128
KKR & CO L P DEL COM UNITS 81 81 New 3,570
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 69 69 New 1,035
JARDEN CORP COM 59 59 New 1,161
CONSTANT CONTACT INC COM 58 58 New 2,105
FIFTH STR ASSET MGMT INC CL A COM 55 55 New 5,000