EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2016

Position Statistics

Total Positions 1,147
New Positions 112
Increased Positions 354
Decreased Positions 473
Positions with Activity 827
Sold Out Positions 123
Total Mkt Value (in $ millions) 2,526

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

Sector Weighting

Energy 5.68%
Basic Materials 4.09%
Industrials 8.5%
Consumer Cyclicals 15.41%
Consumer Non-Cyclicals 3.64%
Financials 28.28%
Healthcare 12.29%
Technology 20.93%
Telecommunication Services 0.57%
Utilities 0.56%

1,147 Positions as of 12/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SUNCOR ENERGY INC NEW COM 199 New 6,200
HSBC HLDGS PLC ADR A 1/40PF A 198 -143 (41.84) 7,645
SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 197 New 7,200
CERNER CORP COM 196 1 .75 3,487
ZOETIS INC CL A 194 -8 (4.13) 3,687
SPARK THERAPEUTICS INC COM 193 193 New 3,000
AMEREN CORP COM 193 1 .67 3,624
COTY INC COM CL A 193 193 New 10,198
ISHARES TR U.S. PFD STK ETF 193 New 5,000
ISHARES TR CORE MSCI EAFE 191 -99 (34.01) 3,395
MORGAN STANLEY COM NEW 189 -16 (8.01) 4,098
BERKLEY W R CORP COM 188 New 2,660
CARLISLE COS INC COM 187 New 1,768
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 187 New 1,854
XYLEM INC COM 185 -10 (5.07) 3,878
LIBERTY GLOBAL PLC SHS CL A 184 New 5,000
KROGER CO COM 183 -2 (1.19) 5,381
GALLAGHER ARTHUR J & CO COM 183 New 3,206
ISHARES TR RUS 2000 GRW ETF 182 New 1,128
GRACO INC COM 182 -11 (5.72) 1,996