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
AMERICAN EXPRESS CO COM 20,045 -6,630 (24.85) 263,540
FASTENAL CO COM 19,905 652 3.38 475,517
UNITED PARCEL SERVICE INC CL B 18,648 -119 (0.63) 182,185
CHEVRON CORP NEW COM 17,957 -1,231 (6.42) 202,955
RALPH LAUREN CORP CL A 16,425 2,579 18.63 130,471
SPDR S&P 500 ETF TR TR UNIT 15,005 9,019 150.65 71,285
CORE LABORATORIES N V COM 14,735 14,405 4,359.39 134,406
LAS VEGAS SANDS CORP COM 14,665 1,616 12.39 261,684
CABOT CORP COM 14,585 -106 (0.72) 414,575
AT&T INC COM 13,847 -748 (5.12) 398,592
ISHARES TR MSCI EAFE ETF 13,223 8,712 193.17 204,118
ENTERPRISE PRODS PARTNERS L P COM 12,773 -1,119 (8.06) 450,850
CISCO SYS INC COM 12,136 -875 (6.73) 427,032
SCHWAB CHARLES CORP NEW COM 11,998 103 .87 343,987
SHERWIN WILLIAMS CO COM 11,817 -407 (3.33) 42,544
PRECISION CASTPARTS CORP COM 11,731 786 7.18 60,182
PEPSICO INC COM 11,365 -188 (1.62) 117,953
GENERAL MLS INC COM 11,175 703 6.72 191,984
EXAMWORKS GROUP INC COM 11,096 New 316,309
AUTOMATIC DATA PROCESSING INC COM 10,638 .00 133,364