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) 2,188

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 3.98%
Conglomerates 0.01%
Consumer Cyclical 5.51%
Consumer/Non-Cyclical 3.29%
Energy 6.42%
Financial 21.98%
Healthcare 11.23%
Services 19.18%
Technology 17.24%
Transportation 3.34%
Utilities 1.53%

1,085 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MSC INDL DIRECT INC CL A 240 -7 (2.74) 3,370
GRAINGER W W INC COM 239 34 16.76 1,045
ISHARES TR S&P MC 400VL ETF 239 239 New 1,892
IRONWOOD PHARMACEUTICALS INC COM CL A 234 164 231.73 22,425
PLANTRONICS INC NEW COM 232 New 4,000
GENERAL MTRS CO COM 231 5 2.39 7,338
POWERSHARES DB CMDTY IDX TRACK UNIT BEN INT 230 230 New 14,610
ZEBRA TECHNOLOGIES CORP CL A 228 32 16.45 2,117
WOLVERINE WORLD WIDE INC COM 227 -26 (10.41) 7,750
LEUCADIA NATL CORP COM 227 7 3.27 9,638
CAPITAL ONE FINL CORP COM 226 -47 (17.17) 2,784
JAZZ PHARMACEUTICALS PLC SHS USD 226 New 1,175
MICRON TECHNOLOGY INC COM 224 -13 (5.46) 12,125
ISHARES TR TIPS BD ETF 223 223 New 1,983
ISHARES TR 1-3 YR TR BD ETF 220 220 New 2,598
ALEXION PHARMACEUTICALS INC COM 220 39 21.20 1,115
BANKWELL FINL GROUP INC COM 219 56 34.34 12,225
HERSHEY CO COM 218 64 41.69 2,345
CITIGROUP INC COM NEW 218 92 72.88 3,722
BLACKROCK MUN 2020 TERM TR COM SHS 217 217 New 13,779


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