EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,036
New Positions 89
Increased Positions 265
Decreased Positions 428
Positions with Activity 693
Sold Out Positions 167
Total Mkt Value (in $ millions) 2,007

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

Sector Weighting

Basic Materials 6.53%
Capital Goods 4.65%
Conglomerates 0.01%
Consumer Cyclical 5.46%
Consumer/Non-Cyclical 3.48%
Energy 6.82%
Financial 16.63%
Healthcare 11.73%
Services 19.4%
Technology 19.43%
Transportation 3.72%
Utilities 1.84%

1,036 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ISHARES 1-3 YR CR BD ETF -199 Sold Out 0
ISHARES TR 1-3 YR TR BD ETF -12 Sold Out 0
ISHARES 3-7 YR TR BD ETF 236 -332 (58.41) 1,905
NOVO-NORDISK A S ADR 2,788 141 5.32 55,965
TEVA PHARMACEUTICAL INDS LTD ADR 227 New 3,700
VALE S A ADR -13 Sold Out 0
WPP PLC NEW ADR -14 Sold Out 0
BARCLAYS BK PLC ADR 2 PREF 2 334 142 73.76 12,957
HSBC HLDGS PLC ADR A 1/40PF A 390 166 74.39 15,238
ISHARES AGENCY BOND ETF 375 -132 (25.96) 3,280
MARKET VECTORS ETF TR AGRIBUS ETF -92 Sold Out 0
JPMORGAN CHASE & CO ALERIAN ML ETN -1,433 Sold Out 0
ALPS ETF TR ALERIAN MLP -352 Sold Out 0
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US -2,108 Sold Out 0
CTRIP COM INTL LTD AMERICAN DEP SHS 48 New 800
HONDA MOTOR LTD AMERN SHS 34 New 1,000
SPDR SERIES TRUST BARCLYS TIPS ETF -399 Sold Out 0
SPDR SERIES TRUST BRC CNV SECS ETF -219 Sold Out 0
SPDR SERIES TRUST BRC HGH YLD BD -52 Sold Out 0
ISHARES TR CHINA LG-CAP ETF -86 Sold Out 0


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