EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,085
New Positions 211
Increased Positions 473
Decreased Positions 297
Positions with Activity 770
Sold Out Positions 79
Total Mkt Value (in $ millions) 2,167

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

Sector Weighting

Basic Materials 5.97%
Capital Goods 3.97%
Conglomerates 0.01%
Consumer Cyclical 5.5%
Consumer/Non-Cyclical 3.32%
Energy 6.59%
Financial 22.01%
Healthcare 11.22%
Services 19.09%
Technology 17.11%
Transportation 3.33%
Utilities 1.55%

1,085 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ACCENTURE PLC IRELAND SHS CLASS A 29,565 1,067 3.74 290,736
ROPER TECHNOLOGIES INC COM 29,514 594 2.05 179,687
GOOGLE INC CL C 29,405 3,484 13.44 46,823
UNITED TECHNOLOGIES CORP COM 28,284 1,672 6.29 285,785
UNION PAC CORP COM 28,280 2,053 7.83 292,688
AUTONATION INC COM 27,920 496 1.81 464,718
ALBANY MOLECULAR RESH INC COM 27,348 New 1,302,280
CELANESE CORP DEL COM SER A 26,893 1,075 4.16 419,356
WEYERHAEUSER CO COM 26,639 1,154 4.53 886,494
EXXON MOBIL CORP COM 25,540 -555 (2.13) 309,645
GOOGLE INC CL A 24,874 815 3.39 37,707
3M CO COM 24,870 1,028 4.31 164,580
WESTERN DIGITAL CORP COM 24,445 2,246 10.12 314,442
EAST WEST BANCORP INC COM 24,326 24,326 New 550,974
AMC NETWORKS INC CL A 22,665 941 4.33 271,443
ANSYS INC COM 22,145 269 1.23 240,709
NOVARTIS A G SPONSORED ADR 21,799 51 .24 212,076
POLARIS INDS INC COM 21,773 1,198 5.82 159,091
COSTCO WHSL CORP NEW COM 20,568 493 2.46 142,290
ROCK-TENN CO CL A 20,394 -103 (0.5) 329,089