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
ABAXIS INC COM -4 Sold Out 0
ABERCROMBIE & FITCH CO CL A -9 Sold Out 0
ALIBABA GROUP HLDG LTD SPONSORED ADS -16 Sold Out 0
AMN HEALTHCARE SERVICES INC COM -133 Sold Out 0
ASTRONICS CORP COM -6 Sold Out 0
BPZ RESOURCES INC COM Sold Out 0
CABOT MICROELECTRONICS CORP COM -6 Sold Out 0
CAMPBELL SOUP CO COM -24 Sold Out 0
CANTERBURY PARK HOLDING CORP COM -2 Sold Out 0
CHESAPEAKE GRANITE WASH TR COM SH BEN INT -15 Sold Out 0
CIGNA CORPORATION COM -7 Sold Out 0
CIVEO CORP CDA COM -1 Sold Out 0
CONSOL ENERGY INC COM -33 Sold Out 0
CONSTANT CONTACT INC COM -54 Sold Out 0
COPA HOLDINGS SA CL A -2 Sold Out 0
DOMINION RES BLACK WARRIOR TR UNITS BEN INT -1 Sold Out 0
ENDURO RTY TR TR UNIT -21 Sold Out 0
ENSTAR GROUP LIMITED SHS -2 Sold Out 0
FLOTEK INDS INC DEL COM -171 Sold Out 0
FRANCESCAS HLDGS CORP COM -5 Sold Out 0