EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 1,071
New Positions 58
Increased Positions 253
Decreased Positions 531
Positions with Activity 784
Sold Out Positions 217
Total Mkt Value (in $ millions) 1,853

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

Sector Weighting

Basic Materials 5.53%
Capital Goods 3.82%
Conglomerates 0.01%
Consumer Cyclical 3.64%
Consumer/Non-Cyclical 5.79%
Energy 9.96%
Financial 21.88%
Healthcare 9.18%
Services 16.98%
Technology 17.61%
Transportation 3.71%
Utilities 1.86%

1,071 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MEREDITH CORP COM 7 New 155
ITRON INC COM 7 New 200
VANGUARD INDEX FDS SM CP VAL ETF 7 New 70
AOXING PHARMACEUTICAL CO INC COM 7 New 13,158
MOTOROLA SOLUTIONS INC COM NEW 7 7 New 107
MALLINCKRODT PUB LTD CO SHS 7 New 112
POTASH CORP SASK INC COM 7 -1 (13.64) 190
ULTA SALON COSMETCS & FRAG INC COM 7 7 New 75
BARCLAYS BK PLC IPATH S&P500 VIX 7 7 New 156
COMMONWEALTH REIT COM SH BEN INT 6 6 New 250
VANGUARD INDEX FDS VALUE ETF 6 New 82
SELECT COMFORT CORP COM 6 6 New 357
WINDSTREAM HLDGS INC COM 6 New 713
VANGUARD INDEX FDS MCAP GR IDXVIP 6 New 69
IRON MTN INC COM 6 New 228
JOY GLOBAL INC COM 6 New 100
FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 6 6 New 80
STONE HBR EMERG MRKTS INC FD COM 6 6 New 300
VANGUARD INDEX FDS MCAP VL IDXVIP 6 New 67
PRUDENTIAL PLC ADR 5 -4 (40.5) 119