EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 956
New Positions 99
Increased Positions 310
Decreased Positions 307
Positions with Activity 617
Sold Out Positions 40
Total Mkt Value (in $ millions) 1,873

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

Sector Weighting

Basic Materials 6.13%
Capital Goods 4.39%
Conglomerates 0.02%
Consumer Cyclical 3.59%
Consumer/Non-Cyclical 4.03%
Energy 9.61%
Financial 21%
Healthcare 10.46%
Services 17.01%
Technology 18.09%
Transportation 3.5%
Utilities 2.06%

40 Sold Out Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN EAGLE OUTFITTERS NEW COM -11 Sold Out 0
AXIS CAPITAL HOLDINGS LTD SHS -13 Sold Out 0
BAKER HUGHES INC COM -29 Sold Out 0
BANK OF MARIN BANCORP COM -193 Sold Out 0
BARCLAYS BK PLC IPATH S&P500 VIX -4 Sold Out 0
BIG LOTS INC COM -3 Sold Out 0
BROADRIDGE FINL SOLUTIONS INC COM -10 Sold Out 0
C&J ENERGY SVCS INC COM -636 Sold Out 0
CAPSTEAD MTG CORP COM NO PAR -23 Sold Out 0
CARBO CERAMICS INC COM -8 Sold Out 0
CAREFUSION CORP COM -9 Sold Out 0
CIFC CORP COM -14 Sold Out 0
COMMONWEALTH REIT COM SH BEN INT -7 Sold Out 0
ENERGEN CORP COM -850 Sold Out 0
FORTINET INC COM -415 Sold Out 0
HERCULES OFFSHORE INC COM Sold Out 0
INTL FCSTONE INC COM -193 Sold Out 0
ISHARES CORE US GRW ETF -74 Sold Out 0
ISHARES RESID RL EST CAP -36 Sold Out 0
JETBLUE AIRWAYS CORP COM -108 Sold Out 0


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