EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 1,050
New Positions 30
Increased Positions 247
Decreased Positions 311
Positions with Activity 558
Sold Out Positions 103
Total Mkt Value (in $ millions) 2,096

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

Sector Weighting

Basic Materials 6.41%
Capital Goods 4.57%
Conglomerates 0.01%
Consumer Cyclical 5.03%
Consumer/Non-Cyclical 3.44%
Energy 7.08%
Financial 20.58%
Healthcare 11.42%
Services 17.51%
Technology 18%
Transportation 3.65%
Utilities 1.95%

1,050 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3-D SYS CORP DEL COM NEW 58 New 1,838
3M CO COM 26,289 1,332 5.34 158,866
ABAXIS INC COM 5 New 85
ABB LTD SPONSORED ADR 201 95 88.70 9,401
ABBOTT LABS COM 5,367 417 8.42 116,553
ABBVIE INC COM 6,817 243 3.69 100,686
ABERCROMBIE & FITCH CO CL A 12 New 450
ABERDEEN ISRAEL FUND INC COM 17 New 1,000
ACCELERON PHARMA INC COM 65 New 1,667
ACCENTURE PLC IRELAND SHS CLASS A 25,276 569 2.30 279,262
ACE LIMITED SHS 36,719 1,123 3.15 320,128
ACORDA THERAPEUTICS INC COM 16 New 400
ACTAVIS PLC SHS 796 New 3,000
ADOBE SYS INC COM 509 -7 (1.44) 6,833
ADVANCE AUTO PARTS INC COM 69 New 430
AEROVIRONMENT INC COM 113 New 4,000
AES CORP COM 196 -3 (1.34) 14,500
AFFILIATED MANAGERS GROUP COM 14 -1 (7.14) 65
AFLAC INC COM 3,927 62 1.60 64,187
AGILENT TECHNOLOGIES INC COM 21 -21 (49.75) 505


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