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 1,080
New Positions 211
Increased Positions 471
Decreased Positions 293
Positions with Activity 764
Sold Out Positions 77
Total Mkt Value (in $ millions) 2,237

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

Sector Weighting

Basic Materials 6.35%
Capital Goods 4.21%
Conglomerates 0.01%
Consumer Cyclical 5.28%
Consumer/Non-Cyclical 3.23%
Energy 7.15%
Financial 21.53%
Healthcare 10.95%
Services 18.57%
Technology 17.53%
Transportation 3.29%
Utilities 1.67%

1,080 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NUVEEN DIV ADVANTAGE MUN FD 2 COM 21 21 New 1,500
CUSHING MLP TOTAL RETURN FD COM SHS 20 20 New 5,000
ALLIANT ENERGY CORP COM 20 20 New 330
MALLINCKRODT PUB LTD CO SHS 20 New 155
WYNDHAM WORLDWIDE CORP COM 20 New 235
IMAX CORP COM 20 -21 (50.64) 500
POWERSHARES ETF TRUST WNDRHLL CLN EN 20 20 New 3,500
TEMPLETON EMERG MKTS INCOME FD COM 20 20 New 1,800
VANGUARD BD INDEX FD INC TOTAL BND MRKT 20 20 New 241
TRANSCANADA CORP COM 20 New 450
CONSTELLATION BRANDS INC CL A 20 New 165
NUSTAR ENERGY LP UNIT COM 19 New 306
SPROUTS FMRS MKT INC COM 19 New 650
CBS CORP (CLASS B) CL B 19 New 305
CPFL ENERGIA S A SPONSORED ADR 19 New 1,548
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 19 New 700
WISDOMTREE TR EMERG CUR STR FD 18 18 New 1,000
ABERDEEN ISRAEL FUND INC COM 18 18 New 1,000
SPS COMM INC COM 18 New 275
AMERICAN CAP LTD COM 18 New 1,274


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