EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,085
New Positions 211
Increased Positions 473
Decreased Positions 297
Positions with Activity 770
Sold Out Positions 79
Total Mkt Value (in $ millions) 2,184

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

Sector Weighting

Basic Materials 5.97%
Capital Goods 3.96%
Conglomerates 0.01%
Consumer Cyclical 5.5%
Consumer/Non-Cyclical 3.31%
Energy 6.64%
Financial 21.97%
Healthcare 11.24%
Services 19.1%
Technology 17.09%
Transportation 3.35%
Utilities 1.55%

79 Sold Out Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SERVICE CORP INTL COM -2 Sold Out 0
SIFCO INDS INC COM -2 Sold Out 0
SIRIUS XM HLDGS INC COM -1 Sold Out 0
SOUTHERN COPPER CORP COM -4 Sold Out 0
SUN HYDRAULICS CORP COM -5 Sold Out 0
SYMANTEC CORP COM -2 Sold Out 0
TEEKAY CORPORATION COM -18 Sold Out 0
TEGNA INC COM -28 Sold Out 0
TFS FINL CORP COM -3 Sold Out 0
UNIFIRST CORP MASS COM -2 Sold Out 0
VECTOR GROUP LTD COM -3 Sold Out 0
VISTA OUTDOOR INC COM -37 Sold Out 0
VMWARE INC CL A COM -12 Sold Out 0
WESTPAC BKG CORP SPONSORED ADR -13 Sold Out 0
WHITING USA TR I TR UNIT -1 Sold Out 0
WORKDAY INC CL A -221 Sold Out 0
WORLD FUEL SVCS CORP COM -28 Sold Out 0
WP GLIMCHER IN COM -1 Sold Out 0
XILINX INC COM -2 Sold Out 0


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