EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,038
New Positions 89
Increased Positions 266
Decreased Positions 428
Positions with Activity 694
Sold Out Positions 167
Total Mkt Value (in $ millions) 2,055

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

Sector Weighting

Basic Materials 6.71%
Capital Goods 4.7%
Conglomerates 0.01%
Consumer Cyclical 5.42%
Consumer/Non-Cyclical 3.49%
Energy 6.88%
Financial 16.56%
Healthcare 12%
Services 19.03%
Technology 19.31%
Transportation 3.78%
Utilities 1.82%

167 Sold Out Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KAYNE ANDERSON MLP INVT CO COM -170 Sold Out 0
LIBERTY MEDIA CORP DELAWARE COM SER C -2 Sold Out 0
LIBERTY MEDIA CORP DELAWARE CL A -1 Sold Out 0
MARCUS CORP COM -3 Sold Out 0
MARKET VECTORS ETF TR NATURAL RES ETF -14 Sold Out 0
MARKET VECTORS ETF TR AGRIBUS ETF -95 Sold Out 0
MARTEN TRANS LTD COM -3 Sold Out 0
MESABI TR CTF BEN INT -17 Sold Out 0
NATIONAL PRESTO INDS INC COM -2 Sold Out 0
NETGEAR INC COM -81 Sold Out 0
NUVEEN DIV ADVANTAGE MUN FD 2 COM -21 Sold Out 0
NUVEEN DIVID ADVANTAGE MUN FD COM -5 Sold Out 0
OMNICOM GROUP INC COM -73 Sold Out 0
PARAGON OFFSHORE PLC SHS -2 Sold Out 0
PICO HLDGS INC COM NEW -189 Sold Out 0
PIMCO HIGH INCOME FD COM SHS -19 Sold Out 0
POWERSHARES DB CMDTY IDX TRACK UNIT BEN INT -939 Sold Out 0
POWERSHARES ETF TRUST CLEANTECH PORT -10 Sold Out 0
POWERSHARES ETF TRUST WNDRHLL CLN EN -19 Sold Out 0
POWERSHARES ETF TRUST WATER RESOURCE -14 Sold Out 0