EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 1,130
New Positions 123
Increased Positions 371
Decreased Positions 321
Positions with Activity 692
Sold Out Positions 61
Total Mkt Value (in $ millions) 2,039

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

Sector Weighting

Basic Materials 5.5%
Capital Goods 3.88%
Conglomerates 0.01%
Consumer Cyclical 6.23%
Consumer/Non-Cyclical 3.06%
Energy 6.5%
Financial 23.17%
Healthcare 10.88%
Services 18.25%
Technology 17.32%
Transportation 3.32%
Utilities 1.5%

1,130 Positions as of 06/30/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3-D SYS CORP DEL COM NEW New 38
3M CO COM 23,697 903 3.96 171,101
ABB LTD SPONSORED ADR 65 52 393.97 3,438
ABBOTT LABS COM 5,034 105 2.13 115,527
ABBVIE INC COM 6,054 -59 (0.96) 100,070
ABERDEEN ISRAEL FUND INC COM -19 Sold Out 0
ACADIA RLTY TR COM SH BEN INT 7 7 New 227
ACCELERON PHARMA INC COM 47 New 1,667
ACCENTURE PLC IRELAND SHS CLASS A 27,227 395 1.47 295,019
ACE LIMITED SHS 34,162 711 2.13 342,583
ACORDA THERAPEUTICS INC COM 13 New 400
ADOBE SYS INC COM 519 New 6,833
ADVANCE AUTO PARTS INC COM 74 New 430
AEGON N V NY REGISTRY SH -24 Sold Out 0
AEROVIRONMENT INC COM 94 New 4,000
AES CORP COM 166 New 14,500
AETNA INC NEW COM 2 -7 (73.49) 22
AFFILIATED MANAGERS GROUP COM 12 -20 (63.48) 65
AFLAC INC COM 2,740 -42 (1.52) 48,364
AGILENT TECHNOLOGIES INC COM 9 New 255