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 165
Increased Positions 424
Decreased Positions 314
Positions with Activity 738
Sold Out Positions 62
Total Mkt Value (in $ millions) 1,981

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

Sector Weighting

Basic Materials 6.29%
Capital Goods 4.31%
Conglomerates 0.01%
Consumer Cyclical 3.97%
Consumer/Non-Cyclical 3.68%
Energy 8.63%
Financial 20.63%
Healthcare 11.09%
Services 16.92%
Technology 18.33%
Transportation 3.55%
Utilities 2.27%

1,079 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SELECT COMFORT CORP COM -17 Sold Out 0
SHUTTERSTOCK INC COM -15 Sold Out 0
SIEMENS A G SPONSORED ADR -118 Sold Out 0
SILVER WHEATON CORP COM -19 Sold Out 0
SLM CORP COM -5 Sold Out 0
SPDR SERIES TRUST DJ REIT ETF -20 Sold Out 0
STERIS CORP COM -113 Sold Out 0
STRATASYS LTD SHS -13 Sold Out 0
SWEDISH EXPT CR CORP ROG TTL ETN 22 -35 Sold Out 0
SYNTEL INC COM -90 Sold Out 0
TEREX CORP NEW COM -3 Sold Out 0
TEXTRON INC COM -4 Sold Out 0
TILE SHOP HLDGS INC COM -9 Sold Out 0
TOYOTA MOTOR CORP SP ADR REP2COM -6 Sold Out 0
TUPPERWARE BRANDS CORP COM -43 Sold Out 0
WATTS WATER TECHNOLOGIES INC CL A -35 Sold Out 0
WESTERN UN CO COM -3 Sold Out 0
WISDOMTREE TR CHINESE YUAN FD -15 Sold Out 0
WISDOMTREE TR EUROPE HEDGED EQ -11 Sold Out 0