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 308
Positions with Activity 618
Sold Out Positions 40
Total Mkt Value (in $ millions) 1,868

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

Sector Weighting

Basic Materials 5.98%
Capital Goods 4.25%
Conglomerates 0.02%
Consumer Cyclical 3.72%
Consumer/Non-Cyclical 3.92%
Energy 9.63%
Financial 20.94%
Healthcare 10.41%
Services 17.1%
Technology 18.41%
Transportation 3.47%
Utilities 2.05%

956 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CELANESE CORP DEL COM SER A 17,764 -308 (1.7) 299,162
VANGUARD INDEX FDS SMALL CP ETF 17,676 4,419 33.34 155,312
ENTERPRISE PRODS PARTNERS L P COM 16,907 433 2.63 220,061
COSTCO WHSL CORP NEW COM 16,329 812 5.23 138,174
AMC NETWORKS INC CL A 16,255 -166 (1.01) 266,211
MARATHON OIL CORP COM 15,785 -794 (4.79) 398,012
ANSYS INC COM 14,475 1,130 8.47 184,886
ROCK-TENN CO CL A 13,361 -121 (0.9) 131,052
FASTENAL CO COM 13,100 13,100 New 291,505
PEPSICO INC COM 12,865 -2,233 (14.79) 144,701
CISCO SYS INC COM 12,525 -1,968 (13.58) 488,692
SPDR S&P 500 ETF TR TR UNIT 12,300 833 7.27 62,441
GENERAL MLS INC COM 11,388 10,146 816.82 220,476
INTERNATIONAL BUSINESS MACHS COM 10,923 471 4.51 56,306
LAS VEGAS SANDS CORP COM 10,646 -1,305 (10.92) 142,388
AUTOMATIC DATA PROCESSING INC COM 10,600 -1,077 (9.22) 129,032
WELLS FARGO & CO NEW COM 10,494 -366 (3.37) 201,412
SPDR GOLD TRUST GOLD SHS 10,445 -4,607 (30.61) 83,670
JACOBS ENGR GROUP INC DEL COM 9,951 -157 (1.55) 192,285
SHERWIN WILLIAMS CO COM 9,885 -50 (0.51) 47,037