EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 1,079
New Positions 164
Increased Positions 423
Decreased Positions 315
Positions with Activity 738
Sold Out Positions 63
Total Mkt Value (in $ millions) 1,971

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 4.31%
Conglomerates 0.01%
Consumer Cyclical 3.96%
Consumer/Non-Cyclical 3.69%
Energy 8.99%
Financial 20.55%
Healthcare 10.71%
Services 17.2%
Technology 18.19%
Transportation 3.45%
Utilities 2.29%

1,079 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INTL EQUITY INDEX FD TT WRLD ST ETF 5,909 590 11.10 94,057
ISHARES TR CORE S&P MCP ETF 5,843 521 9.80 40,804
ABBVIE INC COM 5,408 555 11.44 97,099
METLIFE INC COM 5,333 41 .77 97,434
MERCK & CO INC NEW COM 5,315 1,406 35.96 88,180
JPMORGAN CHASE & CO COM 5,302 179 3.49 88,976
ISHARES TR RUSSELL 2000 ETF 5,252 -733 (12.25) 45,081
ENBRIDGE ENERGY PARTNERS L P COM 5,169 -3,246 (38.57) 142,266
ISHARES TR RUS 1000 GRW ETF 5,098 -143 (2.73) 54,761
US BANCORP DEL COM NEW 5,051 1,733 52.22 119,693
DU PONT E I DE NEMOURS & CO COM 4,917 1,029 26.46 74,575
IDEXX LABS INC COM 4,861 -62 (1.26) 39,205
LOWES COS INC COM 4,745 -376 (7.34) 90,341
ABBOTT LABS COM 4,580 433 10.44 107,500
CHECK POINT SOFTWARE TECH LTD ORD 4,517 New 64,220
ISHARES TR MSCI EMG MKT ETF 4,488 -122 (2.64) 98,474
CHURCH & DWIGHT INC COM 4,404 -1,606 (26.73) 64,705
APACHE CORP COM 4,386 351 8.69 43,201
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 4,255 1,360 46.96 44,595
MCDONALDS CORP COM 4,136 286 7.42 43,698