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) 1,868

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

Sector Weighting

Basic Materials 5.98%
Capital Goods 4.25%
Conglomerates 0.02%
Consumer Cyclical 3.72%
Consumer/Non-Cyclical 3.92%
Energy 9.63%
Financial 20.94%
Healthcare 10.41%
Services 17.1%
Technology 18.41%
Transportation 3.47%
Utilities 2.05%

40 Sold Out Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
L-3 COMMUNICATIONS HLDGS INC COM -24 Sold Out 0
LAUDER ESTEE COS INC CL A -498 Sold Out 0
LIGAND PHARMACEUTICALS INC COM NEW -26 Sold Out 0
MATSON INC COM -9 Sold Out 0
MOHAWK INDS INC COM -32 Sold Out 0
NEWFIELD EXPL CO COM -1 Sold Out 0
NUVEEN EQUITY PREM ADV FD COM -28 Sold Out 0
PEARSON PLC SPONSORED ADR -15 Sold Out 0
PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG -1 Sold Out 0
ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S -12 Sold Out 0
SPECTRUM PHARMACEUTICALS INC COM -14 Sold Out 0
STANLEY BLACK & DECKER INC COM -17 Sold Out 0
STONE HBR EMERG MRKTS INC FD COM -6 Sold Out 0
TANGER FACTORY OUTLET CTRS INC COM -70 Sold Out 0
TRW AUTOMOTIVE HLDGS CORP COM -30 Sold Out 0
UDR INC COM -79 Sold Out 0
UNITED THERAPEUTICS CORP DEL COM -23 Sold Out 0
VSB BANCORP INC N Y COM -4 Sold Out 0
WESTLAKE CHEM CORP COM -367 Sold Out 0
ZWEIG TOTAL RETURN FD INC COM NEW -1 Sold Out 0