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 1,078
New Positions 211
Increased Positions 472
Decreased Positions 293
Positions with Activity 765
Sold Out Positions 77
Total Mkt Value (in $ millions) 2,212

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

Sector Weighting

Basic Materials 6.3%
Capital Goods 4.18%
Conglomerates 0.01%
Consumer Cyclical 5.48%
Consumer/Non-Cyclical 3.26%
Energy 6.97%
Financial 21.78%
Healthcare 11.06%
Services 19%
Technology 16.92%
Transportation 3.22%
Utilities 1.58%

1,078 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FIVE BELOW INC COM 10,587 7,044 198.85 260,182
GENERAL ELECTRIC CO COM 10,319 -125 (1.19) 380,930
WELLS FARGO & CO NEW COM 9,661 -46 (0.47) 168,194
DIAGEO P L C SPON ADR NEW 9,611 455 4.97 80,228
ALLERGAN PLC SHS 9,138 -650 (6.64) 29,803
ISHARES INTERM CR BD ETF 8,803 1,373 18.47 81,130
ORACLE CORP COM 8,478 -588 (6.49) 206,826
NOBLE CORP PLC SHS USD 8,157 361 4.63 530,039
PFIZER INC COM 7,896 -34 (0.43) 232,772
PROCTER & GAMBLE CO COM 7,819 -208 (2.59) 98,554
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 7,765 1,292 19.97 27,891
QUALCOMM INC COM 7,747 -13,873 (64.17) 119,786
INTERNATIONAL BUSINESS MACHS COM 7,417 -894 (10.75) 44,828
ABBVIE INC COM 7,120 180 2.59 101,044
E M C CORP MASS COM 7,097 74 1.05 268,327
SPDR GOLD TRUST GOLD SHS 6,780 5,954 720.61 60,233
ISHARES TR RUS 1000 ETF 6,750 6,750 New 57,145
MARATHON OIL CORP COM 6,672 -23 (0.34) 240,422
INTEL CORP COM 6,607 515 8.46 212,992
EOG RES INC COM 6,578 -247 (3.61) 74,700


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