EVERCORE WEALTH MANAGEMENT, LLC Information

55 EAST 52ND STREET, NEW YORK, New York, 10055, (212) 822-7594

Report Date: 12/31/2014

Position Statistics

Total Positions 1,037
New Positions 90
Increased Positions 266
Decreased Positions 428
Positions with Activity 694
Sold Out Positions 167
Total Mkt Value (in $ millions) 2,047

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

Sector Weighting

Basic Materials 6.62%
Capital Goods 4.52%
Conglomerates 0.01%
Consumer Cyclical 5.44%
Consumer/Non-Cyclical 3.42%
Energy 7.26%
Financial 16.37%
Healthcare 11.6%
Services 19.33%
Technology 19.68%
Transportation 3.61%
Utilities 1.88%

1,037 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CIGNA CORPORATION COM 6 New 46
ROYAL BK SCOTLAND GROUP PLC SP ADR L RP PF 6 New 227
JUNIPER NETWORKS INC COM 5 New 199
AOL INC COM 5 New 130
IAC INTERACTIVECORP COM PAR $.001 5 New 73
OMNICARE INC COM 5 New 59
SOUTHERN COPPER CORP COM 5 5 New 156
SUN HYDRAULICS CORP COM 5 New 132
ALCOA INC COM 5 New 355
PENGROWTH ENERGY CORP COM 5 New 1,500
DOMINION RES BLACK WARRIOR TR UNITS BEN INT 5 5 New 750
CREDIT SUISSE GROUP SPONSORED ADR 5 New 184
ABAXIS INC COM 5 New 85
TIME INC NEW COM 5 New 208
MFA FINL INC COM 4 New 560
HUDSON TECHNOLOGIES INC COM 4 New 1,000
KEYSIGHT TECHNOLOGIES INC COM 4 -4 (49.8) 127
HANESBRANDS INC COM 4 4 New 132
ALLEGION PUB LTD CO ORD SHS 4 New 66
MASTEC INC COM 4 -16 (80.6) 219


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