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 307
Positions with Activity 617
Sold Out Positions 40
Total Mkt Value (in $ millions) 1,873

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

Sector Weighting

Basic Materials 6.13%
Capital Goods 4.39%
Conglomerates 0.02%
Consumer Cyclical 3.59%
Consumer/Non-Cyclical 4.03%
Energy 9.61%
Financial 21%
Healthcare 10.46%
Services 17.01%
Technology 18.09%
Transportation 3.5%
Utilities 2.06%

956 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MYLAN INC COM 200 -120 (37.6) 3,983
VOCERA COMMUNICATIONS INC COM 198 New 15,018
GREENHAVEN CONT CMDTY INDEX FD UNIT BEN INT 198 -182 (47.87) 7,350
VORNADO RLTY TR SH BEN INT 197 32 19.33 1,852
EASTMAN CHEM CO COM 197 New 2,270
NATIONAL GRID PLC SPON ADR NEW 196 -7 (3.67) 2,622
RESTORATION HARDWARE HLDGS INC COM 196 -351 (64.17) 2,300
LOEWS CORP COM 193 New 4,426
3-D SYS CORP DEL COM NEW 190 -123 (39.31) 3,338
TELEFONICA S A SPONSORED ADR 189 3 1.55 11,420
GENTHERM INC COM 187 32 20.59 4,030
ISHARES RUSSELL 3000 ETF 187 -32 (14.71) 1,595
KNOWLES CORP COM 187 9 4.93 6,345
BROOKS AUTOMATION INC COM 185 New 17,760
BP PRUDHOE BAY RTY TR UNIT BEN INT 185 119 178.57 1,950
BRITISH AMERN TOB PLC SPONSORED ADR 185 -9 (4.64) 1,522
LUXOTTICA GROUP S P A SPONSORED ADR 183 183 New 3,264
AMEREN CORP COM 182 38 26.81 4,565
PUBLIC SVC ENTERPRISE GROUP COM 182 New 4,730
UNS ENERGY CORP COM 181 New 3,000


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