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 1,036
New Positions 89
Increased Positions 265
Decreased Positions 428
Positions with Activity 693
Sold Out Positions 167
Total Mkt Value (in $ millions) 2,009

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

Sector Weighting

Basic Materials 6.51%
Capital Goods 4.64%
Conglomerates 0.01%
Consumer Cyclical 5.53%
Consumer/Non-Cyclical 3.49%
Energy 6.75%
Financial 16.61%
Healthcare 11.78%
Services 19.54%
Technology 19.34%
Transportation 3.68%
Utilities 1.84%

1,036 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD WORLD FDS INF TECH ETF -16 Sold Out 0
VANGUARD WORLD FDS FINANCIALS ETF -18 Sold Out 0
VANGUARD WORLD FDS TELCOMM ETF -7 Sold Out 0
VEOLIA ENVIRONNEMENT SPONSORED ADR -37 Sold Out 0
VISHAY INTERTECHNOLOGY INC COM -26 Sold Out 0
VISHAY PRECISION GROUP INC COM -2 Sold Out 0
WATERS CORP COM -74 Sold Out 0
WHITING PETE CORP NEW COM -190 Sold Out 0
WISDOMTREE TR JAPN HEDGE EQT -1,313 Sold Out 0
WISDOMTREE TR EMERG CUR STR FD -18 Sold Out 0
WISDOMTREE TR INDIA ERNGS FD -27 Sold Out 0
WISDOMTREE TR LARGECAP DIVID -3,491 Sold Out 0
WISDOMTREE TR INTL LRGCAP DV -1,416 Sold Out 0
WISDOMTREE TR INTL DIV EX FINL -34 Sold Out 0
WISDOMTREE TR EMERG MKTS ETF -133 Sold Out 0
WPP PLC NEW ADR -14 Sold Out 0