EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 1,080
New Positions 165
Increased Positions 425
Decreased Positions 314
Positions with Activity 739
Sold Out Positions 62
Total Mkt Value (in $ millions) 1,936

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

Sector Weighting

Basic Materials 6.18%
Capital Goods 4.25%
Conglomerates 0.01%
Consumer Cyclical 4.08%
Consumer/Non-Cyclical 3.72%
Energy 8.54%
Financial 20.51%
Healthcare 11.22%
Services 17%
Technology 18.28%
Transportation 3.59%
Utilities 2.31%

62 Sold Out Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WISDOMTREE TR CHINESE YUAN FD -15 Sold Out 0
WISDOMTREE TR EUROPE HEDGED EQ -11 Sold Out 0