EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 1,051
New Positions 30
Increased Positions 247
Decreased Positions 311
Positions with Activity 558
Sold Out Positions 103
Total Mkt Value (in $ millions) 2,083

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

Sector Weighting

Basic Materials 6.24%
Capital Goods 4.59%
Conglomerates 0.01%
Consumer Cyclical 4.9%
Consumer/Non-Cyclical 3.5%
Energy 6.79%
Financial 20.49%
Healthcare 11.67%
Services 17.79%
Technology 18.08%
Transportation 3.62%
Utilities 2.02%

103 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALBEMARLE CORP COM -1 Sold Out 0
ALLIANT ENERGY CORP COM -25 Sold Out 0
ALLISON TRANSMISSION HLDGS INC COM -19 Sold Out 0
AMDOCS LTD SHS -2 Sold Out 0
AMERICAN INTL GROUP INC COM Sold Out 0
AMPIO PHARMACEUTICALS INC COM -12 Sold Out 0
ARM HLDGS PLC SPONSORED ADR -8 Sold Out 0
ARTISAN PARTNERS ASSET MGMT IN CL A -8 Sold Out 0
ASSURANT INC COM -1 Sold Out 0
ASTEC INDS INC COM -5 Sold Out 0
ASTRONICS CORP CL B -1 Sold Out 0
BAIDU INC SPON ADR REP A -8 Sold Out 0
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR -5 Sold Out 0
BARCLAYS BK PLC IPSPGS TTL ETN -29 Sold Out 0
BEACON ROOFING SUPPLY INC COM -3 Sold Out 0
BOARDWALK PIPELINE PARTNERS LP UT LTD PARTNER -15 Sold Out 0
CENTRAL FD CDA LTD CL A -10 Sold Out 0
CEPHEID COM -9 Sold Out 0
CHEMED CORP NEW COM -4 Sold Out 0
CLARCOR INC COM -278 Sold Out 0