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 1,080
New Positions 211
Increased Positions 472
Decreased Positions 293
Positions with Activity 765
Sold Out Positions 77
Total Mkt Value (in $ millions) 2,222

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

Sector Weighting

Basic Materials 6.33%
Capital Goods 4.21%
Conglomerates 0.01%
Consumer Cyclical 5.31%
Consumer/Non-Cyclical 3.21%
Energy 7.2%
Financial 21.51%
Healthcare 10.95%
Services 18.6%
Technology 17.48%
Transportation 3.29%
Utilities 1.66%

1,080 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WESTERN DIGITAL CORP COM 30,485 2,801 10.12 314,442
ISHARES TR HDG MSCI GERMN 30,440 30,440 New 1,129,496
UNION PAC CORP COM 29,737 2,159 7.83 292,688
CELANESE CORP DEL COM SER A 29,196 1,167 4.16 419,356
AUTONATION INC COM 29,138 517 1.81 464,718
WEYERHAEUSER CO COM 28,740 1,245 4.53 886,494
ACCENTURE PLC IRELAND SHS CLASS A 28,007 1,011 3.74 290,736
NIKE INC CL B 27,610 939 3.52 270,390
EXXON MOBIL CORP COM 26,363 -573 (2.13) 309,645
3M CO COM 26,181 1,083 4.31 164,580
ALBANY MOLECULAR RESH INC COM 26,007 New 1,302,280
GOOGLE INC CL C 25,246 2,991 13.44 46,823
EAST WEST BANCORP INC COM 23,863 23,863 New 550,974
POLARIS INDS INC COM 22,838 1,256 5.82 159,091
NOVARTIS A G SPONSORED ADR 21,831 51 .24 212,076
ANSYS INC COM 21,551 262 1.23 240,709
AMC NETWORKS INC CL A 21,281 884 4.33 271,443
AMERICAN EXPRESS CO COM 21,081 -6,972 (24.85) 263,540
ROCK-TENN CO CL A 20,976 -106 (0.5) 329,089
GOOGLE INC CL A 20,888 684 3.39 37,707


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