EVERCORE WEALTH MANAGEMENT, LLC
55 EAST 52ND STREET, NEW YORK, New York, 10055, (212) 822-7594
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 1,371 |
| New Positions | 30 |
| Increased Positions | 201 |
| Decreased Positions | 962 |
| Positions with Activity | 1,163 |
| Sold Out Positions | 562 |
| Total Mkt Value (in $ millions) |
1,801 |
Sector Weighting
| Basic Materials | 4.68% |
| Capital Goods | 4.82% |
| Conglomerates | 0.03% |
| Consumer Cyclical | 2.84% |
| Consumer/Non-Cyclical | 5.23% |
| Energy | 11.51% |
| Financial | 24.33% |
| Healthcare | 9.24% |
| Services | 14.58% |
| Technology | 17.09% |
| Transportation | 3.79% |
| Utilities | 1.82% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
562 Sold Out Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| BROOKFIELD OFFICE PPTYS INC | COM | -66 | Sold Out | 0 | |
| BROWN FORMAN CORP | CL B | -10 | Sold Out | 0 | |
| BT GROUP PLC | ADR | -5 | Sold Out | 0 | |
| BUCKEYE TECHNOLOGIES INC | COM | -221 | Sold Out | 0 | |
| CA INC | COM | -21 | Sold Out | 0 | |
| CABLEVISION SYS CORP | CL A NY CABLVS | -8 | Sold Out | 0 | |
| CACI INTL INC | CL A | -5 | Sold Out | 0 | |
| CALPINE CORP | COM NEW | -21 | Sold Out | 0 | |
| CAMDEN NATL CORP | COM | -2 | Sold Out | 0 | |
| CANADIAN PAC RY LTD | COM | -12 | Sold Out | 0 | |
| CANON INC | SPONSORED ADR | -33 | Sold Out | 0 | |
| CAPITAL SOUTHWEST CORP | COM | -3 | Sold Out | 0 | |
| CARDICA INC | COM | -70 | Sold Out | 0 | |
| CAREER EDUCATION CORP | COM | -2 | Sold Out | 0 | |
| CAREFUSION CORP | COM | -6 | Sold Out | 0 | |
| CARMAX INC | COM | -21 | Sold Out | 0 | |
| CASEYS GEN STORES INC | COM | -9 | Sold Out | 0 | |
| CATO CORP NEW | CL A | -134 | Sold Out | 0 | |
| CBEYOND INC | COM | -2 | Sold Out | 0 | |
| CBL & ASSOC PPTYS INC | COM | -160 | Sold Out | 0 |
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