EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,037
New Positions 89
Increased Positions 266
Decreased Positions 428
Positions with Activity 694
Sold Out Positions 167
Total Mkt Value (in $ millions) 2,047

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

Sector Weighting

Basic Materials 6.7%
Capital Goods 4.68%
Conglomerates 0.01%
Consumer Cyclical 5.41%
Consumer/Non-Cyclical 3.51%
Energy 6.9%
Financial 16.51%
Healthcare 12%
Services 19.07%
Technology 19.3%
Transportation 3.79%
Utilities 1.84%

1,037 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KINDER MORGAN INC DEL COM 5,836 -665 (10.22) 142,309
DU PONT E I DE NEMOURS & CO COM 5,802 -552 (8.68) 74,528
JPMORGAN CHASE & CO COM 5,700 -159 (2.71) 93,017
MERCK & CO INC NEW COM 5,605 -194 (3.34) 95,753
ABBOTT LABS COM 5,476 -45 (0.82) 115,594
ISHARES TR RUS 1000 GRW ETF 5,464 76 1.42 54,414
CHECK POINT SOFTWARE TECH LTD ORD 5,362 New 64,220
ISHARES TR CORE S&P MCP ETF 5,312 -703 (11.69) 35,305
US BANCORP DEL COM NEW 5,262 -453 (7.92) 117,948
CHURCH & DWIGHT INC COM 5,258 -186 (3.42) 61,753
METLIFE INC COM 4,984 116 2.39 98,048
CONOCOPHILLIPS COM 4,578 -460 (9.13) 70,209
ISHARES TR MSCI EAFE ETF 4,533 -4,531 (49.99) 69,625
BERKSHIRE HATHAWAY INC DEL CL A 4,424 221 5.26 20
BRISTOL MYERS SQUIBB CO COM 4,414 -93 (2.06) 72,451
ILLINOIS TOOL WKS INC COM 4,349 -31 (0.71) 43,992
ENBRIDGE ENERGY PARTNERS L P COM 4,208 15 .36 107,376
COCA COLA CO COM 4,046 -7 (0.18) 93,450
PHILIP MORRIS INTL INC COM 3,816 -189 (4.72) 46,001
CVS HEALTH CORP COM 3,788 130 3.56 36,471


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