EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 1,113
New Positions 162
Increased Positions 483
Decreased Positions 295
Positions with Activity 778
Sold Out Positions 103
Total Mkt Value (in $ millions) 2,127

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

Sector Weighting

Basic Materials 4.71%
Capital Goods 2.97%
Conglomerates 0.01%
Consumer Cyclical 6.53%
Consumer/Non-Cyclical 3.11%
Energy 6.09%
Financial 23.26%
Healthcare 9.58%
Services 20.57%
Technology 18.76%
Transportation 2.29%
Utilities 1%

1,113 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TELESITES S A B DE C V SHS FIN GP IND -2 Sold Out 0
TEVA PHARMACEUTICAL INDS LTD ADR -613 Sold Out 0
TIER REIT INC COM NEW -73 Sold Out 0
TOTAL S A SPONSORED ADR -230 Sold Out 0
UBS AG JERSEY BRH ALERIAN INFRST -3 Sold Out 0
UNILEVER N V N Y SHS NEW -349 Sold Out 0
UNILEVER PLC SPON ADR NEW -186 Sold Out 0
URBAN OUTFITTERS INC COM -12 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -514 Sold Out 0
WEBMD HEALTH CORP COM -31 Sold Out 0
WESTPAC BKG CORP SPONSORED ADR -5 Sold Out 0
WISDOMTREE TR MDCP EARN FUND -25 Sold Out 0
XENIA HOTELS & RESORTS INC COM -57 Sold Out 0


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