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 1,085
New Positions 211
Increased Positions 473
Decreased Positions 297
Positions with Activity 770
Sold Out Positions 79
Total Mkt Value (in $ millions) 2,188

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

Sector Weighting

Basic Materials 5.97%
Capital Goods 3.98%
Conglomerates 0.01%
Consumer Cyclical 5.51%
Consumer/Non-Cyclical 3.29%
Energy 6.42%
Financial 21.98%
Healthcare 11.23%
Services 19.18%
Technology 17.24%
Transportation 3.34%
Utilities 1.53%

1,085 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
QUALCOMM INC COM 7,713 -13,813 (64.17) 119,786
NXP SEMICONDUCTORS N V COM 43,959 -7,765 (15.01) 453,231
AMERICAN EXPRESS CO COM 20,045 -6,630 (24.85) 263,540
VANGUARD INDEX FDS SMALL CP ETF 5,037 -5,002 (49.83) 41,586
METLIFE INC COM 783 -4,683 (85.68) 14,040
MEDTRONIC PLC SHS 2,460 -4,674 (65.52) 31,378
JACOBS ENGR GROUP INC DEL COM 2,655 -3,502 (56.88) 63,027
METTLER TOLEDO INTERNATIONAL COM 2,257 -1,329 (37.07) 6,685
CHEVRON CORP NEW COM 17,957 -1,231 (6.42) 202,955
ENTERPRISE PRODS PARTNERS L P COM 12,773 -1,119 (8.06) 450,850
UNITEDHEALTH GROUP INC COM 50,072 -1,118 (2.18) 412,452
CISCO SYS INC COM 12,136 -875 (6.73) 427,032
INTERNATIONAL BUSINESS MACHS COM 7,262 -875 (10.75) 44,828
AT&T INC COM 13,847 -748 (5.12) 398,592
ALLERGAN PLC SHS 9,869 -702 (6.64) 29,803
EMERSON ELEC CO COM 4,553 -667 (12.78) 87,982
FRANKLIN RES INC COM 1,904 -645 (25.31) 41,797
ORACLE CORP COM 8,261 -573 (6.49) 206,826
AFLAC INC COM 3,145 -545 (14.77) 49,110
EXXON MOBIL CORP COM 24,527 -533 (2.13) 309,645


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