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 1,086
New Positions 211
Increased Positions 473
Decreased Positions 297
Positions with Activity 770
Sold Out Positions 79
Total Mkt Value (in $ millions) 2,181

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 4.14%
Conglomerates 0.01%
Consumer Cyclical 5.53%
Consumer/Non-Cyclical 3.25%
Energy 6.88%
Financial 21.76%
Healthcare 11%
Services 19.14%
Technology 16.91%
Transportation 3.23%
Utilities 1.57%

1,086 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INTL EQUITY INDEX FD TT WRLD ST ETF 6,305 6,305 New 101,923
MARATHON OIL CORP COM 6,186 -21 (0.34) 240,422
COLGATE PALMOLIVE CO COM 6,158 -215 (3.37) 93,081
ISHARES TR CORE S&P MCP ETF 6,048 744 14.04 40,261
JPMORGAN CHASE & CO COM 5,925 -355 (5.66) 87,756
ISHARES TR RUS 1000 GRW ETF 5,775 367 6.78 58,105
ISHARES TR RUSSELL 2000 ETF 5,686 2,872 102.09 45,936
ABBOTT LABS COM 5,589 -122 (2.14) 113,117
KINDER MORGAN INC DEL COM 5,508 96 1.77 144,823
MERCK & CO INC NEW COM 5,478 -44 (0.79) 94,995
LOWES COS INC COM 5,234 -228 (4.18) 78,467
CHECK POINT SOFTWARE TECH LTD ORD 5,053 -104 (2.02) 62,920
BRISTOL MYERS SQUIBB CO COM 5,049 160 3.27 74,823
VANGUARD INDEX FDS SMALL CP ETF 5,047 -5,012 (49.83) 41,586
CHURCH & DWIGHT INC COM 5,025 -46 (0.92) 61,188
US BANCORP DEL COM NEW 5,018 -127 (2.46) 115,046
EMERSON ELEC CO COM 4,915 -720 (12.78) 87,982
STERLING BANCORP DEL COM 4,617 147 3.29 313,658
IDEXX LABS INC COM 4,556 -150 (3.18) 73,010
DEVON ENERGY CORP NEW COM 4,531 1,147 33.88 78,297