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 1,086
New Positions 211
Increased Positions 473
Decreased Positions 297
Positions with Activity 770
Sold Out Positions 79
Total Mkt Value (in $ millions) 2,181

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

Sector Weighting

Basic Materials 6.3%
Capital Goods 4.14%
Conglomerates 0.01%
Consumer Cyclical 5.53%
Consumer/Non-Cyclical 3.25%
Energy 6.88%
Financial 21.76%
Healthcare 11%
Services 19.14%
Technology 16.91%
Transportation 3.23%
Utilities 1.57%

1,086 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
QUALCOMM INC COM 7,560 -13,538 (64.17) 119,786
NXP SEMICONDUCTORS N V COM 44,471 -7,855 (15.01) 453,231
AMERICAN EXPRESS CO COM 20,611 -6,817 (24.85) 263,540
VANGUARD INDEX FDS SMALL CP ETF 5,047 -5,012 (49.83) 41,586
METLIFE INC COM 788 -4,718 (85.68) 14,040
MEDTRONIC PLC SHS 2,316 -4,401 (65.52) 31,378
JACOBS ENGR GROUP INC DEL COM 2,548 -3,361 (56.88) 63,027
METTLER TOLEDO INTERNATIONAL COM 2,316 -1,364 (37.07) 6,685
CHEVRON CORP NEW COM 19,457 -1,334 (6.42) 202,955
DIRECTV COM 17,017 -1,306 (7.13) 180,452
ENTERPRISE PRODS PARTNERS L P COM 13,408 -1,175 (8.06) 450,850
UNITEDHEALTH GROUP INC COM 50,241 -1,122 (2.18) 412,452
INTERNATIONAL BUSINESS MACHS COM 7,401 -892 (10.75) 44,828
CISCO SYS INC COM 11,671 -842 (6.73) 427,032
EMERSON ELEC CO COM 4,915 -720 (12.78) 87,982
FRANKLIN RES INC COM 2,057 -697 (25.31) 41,797
ALLERGAN PLC SHS 9,165 -652 (6.64) 29,803
ORACLE CORP COM 8,347 -579 (6.49) 206,826
EXXON MOBIL CORP COM 25,744 -560 (2.13) 309,645
AFLAC INC COM 3,043 -527 (14.77) 49,110


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