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 90
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 6.62%
Capital Goods 4.52%
Conglomerates 0.01%
Consumer Cyclical 5.44%
Consumer/Non-Cyclical 3.42%
Energy 7.26%
Financial 16.37%
Healthcare 11.6%
Services 19.33%
Technology 19.68%
Transportation 3.61%
Utilities 1.88%

1,037 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD WHITEHALL FDS INC HIGH DIV YLD -32 Sold Out 0
VANGUARD WORLD FDS INF TECH ETF -17 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 -40 Sold Out 0
VISHAY INTERTECHNOLOGY INC COM -25 Sold Out 0
VISHAY PRECISION GROUP INC COM -2 Sold Out 0
WATERS CORP COM -76 Sold Out 0
WHITING PETE CORP NEW COM -235 Sold Out 0
WISDOMTREE TR JAPN HEDGE EQT -1,362 Sold Out 0
WISDOMTREE TR EMERG CUR STR FD -19 Sold Out 0
WISDOMTREE TR INDIA ERNGS FD -26 Sold Out 0
WISDOMTREE TR LARGECAP DIVID -3,584 Sold Out 0
WISDOMTREE TR INTL LRGCAP DV -1,465 Sold Out 0
WISDOMTREE TR EMERG MKTS ETF -151 Sold Out 0
WISDOMTREE TR INTL DIV EX FINL -36 Sold Out 0
WPP PLC NEW ADR -14 Sold Out 0