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 1,085
New Positions 211
Increased Positions 473
Decreased Positions 297
Positions with Activity 770
Sold Out Positions 79
Total Mkt Value (in $ millions) 2,167

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

Sector Weighting

Basic Materials 5.97%
Capital Goods 3.97%
Conglomerates 0.01%
Consumer Cyclical 5.5%
Consumer/Non-Cyclical 3.32%
Energy 6.59%
Financial 22.01%
Healthcare 11.22%
Services 19.09%
Technology 17.11%
Transportation 3.33%
Utilities 1.55%

1,085 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTEL CORP COM 6,168 481 8.46 212,992
JPMORGAN CHASE & CO COM 5,972 -358 (5.66) 87,756
ISHARES TR CORE S&P MCP ETF 5,951 732 14.04 40,261
ISHARES TR RUS 1000 GRW ETF 5,885 374 6.78 58,105
ABBOTT LABS COM 5,762 -126 (2.14) 113,117
EOG RES INC COM 5,741 -215 (3.61) 74,700
ISHARES TR RUSSELL 2000 ETF 5,586 2,822 102.09 45,936
MERCK & CO INC NEW COM 5,464 -44 (0.79) 94,995
LOWES COS INC COM 5,320 -232 (4.18) 78,467
CHURCH & DWIGHT INC COM 5,232 -48 (0.92) 61,188
CHECK POINT SOFTWARE TECH LTD ORD 5,203 -107 (2.02) 62,920
KINDER MORGAN INC DEL COM 5,151 89 1.77 144,823
US BANCORP DEL COM NEW 5,146 -130 (2.46) 115,046
MARATHON OIL CORP COM 5,097 -17 (0.34) 240,422
VANGUARD INDEX FDS SMALL CP ETF 4,965 -4,931 (49.83) 41,586
BRISTOL MYERS SQUIBB CO COM 4,838 153 3.27 74,823
IDEXX LABS INC COM 4,807 -158 (3.18) 73,010
STERLING BANCORP DEL COM 4,617 147 3.29 313,658
EMERSON ELEC CO COM 4,557 -668 (12.78) 87,982
WISDOMTREE TR LARGECAP DIVID 4,429 4,429 New 60,832