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 1,079
New Positions 211
Increased Positions 471
Decreased Positions 293
Positions with Activity 764
Sold Out Positions 77
Total Mkt Value (in $ millions) 2,220

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

Sector Weighting

Basic Materials 6.34%
Capital Goods 4.19%
Conglomerates 0.01%
Consumer Cyclical 5.26%
Consumer/Non-Cyclical 3.23%
Energy 7.18%
Financial 21.55%
Healthcare 10.98%
Services 18.55%
Technology 17.51%
Transportation 3.29%
Utilities 1.68%

1,079 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL A 20,562 673 3.39 37,707
COSTCO WHSL CORP NEW COM 20,289 487 2.46 142,290
FASTENAL CO COM 19,739 646 3.38 475,517
UNITED PARCEL SERVICE INC CL B 18,076 -115 (0.63) 182,185
CABOT CORP COM 17,192 -124 (0.72) 414,575
RALPH LAUREN CORP CL A 17,013 2,671 18.63 130,471
DIRECTV COM 16,428 -1,261 (7.13) 180,452
CORE LABORATORIES N V COM 15,790 15,436 4,359.39 134,406
SPDR S&P 500 ETF TR TR UNIT 15,051 9,046 150.65 71,285
ENTERPRISE PRODS PARTNERS L P COM 14,617 -1,281 (8.06) 450,850
ISHARES TR MSCI EAFE ETF 13,602 8,963 193.17 204,118
LAS VEGAS SANDS CORP COM 13,301 1,466 12.39 261,684
EXAMWORKS GROUP INC COM 12,931 New 316,309
PRECISION CASTPARTS CORP COM 12,736 853 7.18 60,182
CISCO SYS INC COM 12,516 -903 (6.73) 427,032
SHERWIN WILLIAMS CO COM 12,260 -422 (3.33) 42,544
AUTOMATIC DATA PROCESSING INC COM 11,404 .00 133,364
PEPSICO INC COM 11,374 -188 (1.62) 117,953
SCHWAB CHARLES CORP NEW COM 10,887 94 .87 343,987
GENERAL MLS INC COM 10,780 678 6.72 191,984