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
3-D SYS CORP DEL COM NEW 43 -8 (16.32) 1,538
3M CO COM 25,670 -178 (0.69) 157,775
ABAXIS INC COM 5 New 85
ABB LTD SPONSORED ADR 135 -67 (33.09) 6,290
ABBOTT LABS COM 5,379 -45 (0.82) 115,594
ABBVIE INC COM 5,734 -128 (2.18) 98,494
ABERCROMBIE & FITCH CO CL A 10 New 450
ABERDEEN ISRAEL FUND INC COM -18 Sold Out 0
ACCELERON PHARMA INC COM 61 New 1,667
ACCENTURE PLC IRELAND SHS CLASS A 24,720 87 .35 280,244
ACE LIMITED SHS 35,886 163 .46 321,587
ACORDA THERAPEUTICS INC COM 13 New 400
ACTAVIS PLC SHS 9,597 -625 (6.12) 31,924
ADOBE SYS INC COM 500 New 6,833
ADVANCE AUTO PARTS INC COM 64 New 430
AEROVIRONMENT INC COM 108 New 4,000
AES CORP COM 181 New 14,500
AETNA INC NEW COM 2 2 New 22
AFFILIATED MANAGERS GROUP COM 35 21 153.85 165
AFLAC INC COM 3,650 -416 (10.24) 57,617


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