EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 1,050
New Positions 30
Increased Positions 247
Decreased Positions 311
Positions with Activity 558
Sold Out Positions 103
Total Mkt Value (in $ millions) 2,108

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

Sector Weighting

Basic Materials 6.44%
Capital Goods 4.6%
Conglomerates 0.01%
Consumer Cyclical 5.05%
Consumer/Non-Cyclical 3.46%
Energy 7.02%
Financial 20.6%
Healthcare 11.07%
Services 17.66%
Technology 18.09%
Transportation 3.68%
Utilities 1.99%

103 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
RITCHIE BROS AUCTIONEERS COM -7 Sold Out 0
ROCKWOOD HLDGS INC COM -4 Sold Out 0
SAN JUAN BASIN RTY TR UNIT BEN INT -35 Sold Out 0
SASOL LTD SPONSORED ADR -3 Sold Out 0
SEAGATE TECHNOLOGY PLC SHS -13 Sold Out 0
SEMTECH CORP COM -4 Sold Out 0
SPAN AMER MED SYS INC COM -3 Sold Out 0
STAPLES INC COM -36 Sold Out 0
STURM RUGER & CO INC COM -6 Sold Out 0
SUFFOLK BANCORP COM -23 Sold Out 0
TECO ENERGY INC COM -21 Sold Out 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS -421 Sold Out 0
TRI POINTE HOMES INC COM -26 Sold Out 0
UBS AG JERSEY BRH ALERIAN INFRST -18 Sold Out 0
ULTIMATE SOFTWARE GROUP INC COM -7 Sold Out 0
UNITED NAT FOODS INC COM -6 Sold Out 0
UTAH MED PRODS INC COM -8 Sold Out 0
VALIDUS HOLDINGS LTD COM SHS -3 Sold Out 0
VERITIV CORP COM Sold Out 0
WASHINGTON PRIME GROUP INC COM -17 Sold Out 0


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