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%

62 Sold Out Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALLIANCE DATA SYSTEMS CORP COM -62 Sold Out 0
ASSURED GUARANTY LTD COM -83 Sold Out 0
AURICO GOLD INC COM Sold Out 0
AVX CORP NEW COM -28 Sold Out 0
BEST BUY INC COM -13 Sold Out 0
CALPINE CORP COM NEW -109 Sold Out 0
CENOVUS ENERGY INC COM -104 Sold Out 0
CHESAPEAKE GRANITE WASH TR COM SH BEN INT -16 Sold Out 0
CSG SYS INTL INC COM -16 Sold Out 0
DEMAND MEDIA INC COM NEW -1 Sold Out 0
DINEEQUITY INC COM -75 Sold Out 0
DNP SELECT INCOME FD COM -47 Sold Out 0
EBIX INC COM NEW -13 Sold Out 0
ELECTRONIC ARTS INC COM -10 Sold Out 0
ENERSIS S A SPONSORED ADR -19 Sold Out 0
ENSCO PLC SHS CLASS A -10 Sold Out 0
ENSTAR GROUP LIMITED SHS -35 Sold Out 0
EQUITY RESIDENTIAL SH BEN INT -63 Sold Out 0
EXPEDIA INC DEL COM NEW -3 Sold Out 0
EXTRA SPACE STORAGE INC COM -54 Sold Out 0


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