EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 956
New Positions 99
Increased Positions 310
Decreased Positions 308
Positions with Activity 618
Sold Out Positions 40
Total Mkt Value (in $ millions) 1,874

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

Sector Weighting

Basic Materials 6.19%
Capital Goods 4.43%
Conglomerates 0.02%
Consumer Cyclical 3.59%
Consumer/Non-Cyclical 4.03%
Energy 9.71%
Financial 20.98%
Healthcare 10.44%
Services 16.95%
Technology 18%
Transportation 3.5%
Utilities 2.04%

956 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
YUM BRANDS INC COM 1,170 -15,114 (92.81) 14,221
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 9,584 -9,324 (49.31) 218,272
APPLE INC COM 59,671 -6,668 (10.05) 625,814
WISDOMTREE TR EMERG MKTS ETF 235 -5,495 (95.9) 4,483
EXPEDITORS INTL WASH INC COM 800 -5,226 (86.72) 17,830
CHEVRON CORP NEW COM 24,363 -4,722 (16.24) 187,550
SPDR GOLD TRUST GOLD SHS 10,632 -4,689 (30.61) 83,670
MICHAEL KORS HLDGS LTD SHS 211 -4,306 (95.32) 2,350
PHILIP MORRIS INTL INC COM 3,802 -3,996 (51.24) 44,061
AFLAC INC COM 4,495 -3,563 (44.22) 71,551
ENBRIDGE ENERGY PARTNERS L P COM 8,067 -3,411 (29.72) 231,607
EXXON MOBIL CORP COM 35,242 -3,029 (7.91) 342,719
INTEL CORP COM 7,167 -2,870 (28.6) 232,786
D R HORTON INC COM 739 -2,722 (78.65) 30,350
STATE STR CORP COM 3,952 -2,557 (39.28) 58,304
EMERSON ELEC CO COM 6,775 -2,531 (27.19) 99,884
LOWES COS INC COM 4,662 -2,460 (34.54) 97,498
COLGATE PALMOLIVE CO COM 6,683 -2,375 (26.22) 96,153
BLACKSTONE GROUP L P COM UNIT LTD 20,939 -2,356 (10.11) 639,740
PEPSICO INC COM 12,984 -2,254 (14.79) 144,701


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