EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,080
New Positions 211
Increased Positions 471
Decreased Positions 293
Positions with Activity 764
Sold Out Positions 77
Total Mkt Value (in $ millions) 2,247

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

Sector Weighting

Basic Materials 6.33%
Capital Goods 4.23%
Conglomerates 0.01%
Consumer Cyclical 5.32%
Consumer/Non-Cyclical 3.24%
Energy 7.3%
Financial 21.57%
Healthcare 10.9%
Services 18.52%
Technology 17.32%
Transportation 3.34%
Utilities 1.7%

1,080 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
QUALCOMM INC COM 8,396 -15,036 (64.17) 119,786
NXP SEMICONDUCTORS N V COM 48,401 -8,550 (15.01) 453,231
AMERICAN EXPRESS CO COM 21,283 -7,039 (24.85) 263,540
VANGUARD INDEX FDS SMALL CP ETF 5,142 -5,107 (49.83) 41,586
MEDTRONIC PLC SHS 2,460 -4,676 (65.52) 31,378
METLIFE INC COM 752 -4,502 (85.68) 14,040
JACOBS ENGR GROUP INC DEL COM 2,793 -3,685 (56.88) 63,027
CHEVRON CORP NEW COM 21,410 -1,468 (6.42) 202,955
ENTERPRISE PRODS PARTNERS L P COM 15,207 -1,333 (8.06) 450,850
METTLER TOLEDO INTERNATIONAL COM 2,212 -1,303 (37.07) 6,685
DIRECTV COM 16,629 -1,277 (7.13) 180,452
UNITEDHEALTH GROUP INC COM 49,684 -1,109 (2.18) 412,452
INTERNATIONAL BUSINESS MACHS COM 7,770 -936 (10.75) 44,828
CISCO SYS INC COM 12,568 -906 (6.73) 427,032
EMERSON ELEC CO COM 5,430 -796 (12.78) 87,982
FRANKLIN RES INC COM 2,161 -732 (25.31) 41,797
ACTAVIS PLC SHS 8,977 -639 (6.64) 29,803
ORACLE CORP COM 9,158 -635 (6.49) 206,826
EXXON MOBIL CORP COM 27,004 -587 (2.13) 309,645
AFLAC INC COM 3,089 -535 (14.77) 49,110