EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 1,130
New Positions 123
Increased Positions 371
Decreased Positions 321
Positions with Activity 692
Sold Out Positions 61
Total Mkt Value (in $ millions) 2,115

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

Sector Weighting

Basic Materials 5.43%
Capital Goods 3.88%
Conglomerates 0.01%
Consumer Cyclical 6.17%
Consumer/Non-Cyclical 3.04%
Energy 6.39%
Financial 23.2%
Healthcare 10.95%
Services 18.3%
Technology 17.45%
Transportation 3.3%
Utilities 1.51%

1,130 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SM ENERGY CO COM -7 Sold Out 0
ST JOE CO COM -8 Sold Out 0
TRUSTCO BK CORP N Y COM -59 Sold Out 0
UNITED RENTALS INC COM -1 Sold Out 0
VERMILION ENERGY INC COM -8 Sold Out 0
VIACOM INC NEW CL A -44 Sold Out 0
WHITEWAVE FOODS CO COM -3 Sold Out 0
WINDSTREAM HLDGS INC COM NEW -2 Sold Out 0
XUNLEI LTD SPONSORED ADR -135 Sold Out 0
ZYNGA INC CL A -45 Sold Out 0