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 308
Positions with Activity 618
Sold Out Positions 40
Total Mkt Value (in $ millions) 1,887

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

Sector Weighting

Basic Materials 6.03%
Capital Goods 4.3%
Conglomerates 0.02%
Consumer Cyclical 3.6%
Consumer/Non-Cyclical 3.97%
Energy 9.68%
Financial 20.99%
Healthcare 10.36%
Services 17.03%
Technology 18.33%
Transportation 3.52%
Utilities 2.07%

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 -10 Sold Out 0
AXIS CAPITAL HOLDINGS LTD SHS -13 Sold Out 0
BAKER HUGHES INC COM -30 Sold Out 0
BANK OF MARIN BANCORP COM -196 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 -673 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 -15 Sold Out 0
COMMONWEALTH REIT COM SH BEN INT -7 Sold Out 0
ENERGEN CORP COM -889 Sold Out 0
FORTINET INC COM -412 Sold Out 0
HERCULES OFFSHORE INC COM Sold Out 0
INTL FCSTONE INC COM -196 Sold Out 0
ISHARES RESID RL EST CAP -37 Sold Out 0
ISHARES CORE US GRW ETF -75 Sold Out 0
JETBLUE AIRWAYS CORP COM -113 Sold Out 0