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 1,079
New Positions 211
Increased Positions 471
Decreased Positions 293
Positions with Activity 764
Sold Out Positions 77
Total Mkt Value (in $ millions) 2,223

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

Sector Weighting

Basic Materials 6.33%
Capital Goods 4.19%
Conglomerates 0.01%
Consumer Cyclical 5.28%
Consumer/Non-Cyclical 3.22%
Energy 7.14%
Financial 21.52%
Healthcare 10.99%
Services 18.6%
Technology 17.52%
Transportation 3.3%
Utilities 1.67%

1,079 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3-D SYS CORP DEL COM NEW 1 -32 (97.53) 38
3M CO COM 26,165 1,082 4.31 164,580
ABAXIS INC COM -5 Sold Out 0
ABB LTD SPONSORED ADR 15 -121 (88.94) 696
ABBOTT LABS COM 5,536 -121 (2.14) 113,117
ABBVIE INC COM 6,763 171 2.59 101,044
ABERCROMBIE & FITCH CO CL A -9 Sold Out 0
ABERDEEN ISRAEL FUND INC COM 18 18 New 1,000
ACCELERON PHARMA INC COM 53 New 1,667
ACCENTURE PLC IRELAND SHS CLASS A 27,966 1,009 3.74 290,736
ACE LIMITED SHS 35,682 1,475 4.31 335,455
ACORDA THERAPEUTICS INC COM 12 New 400
ACTAVIS PLC SHS 9,214 -656 (6.64) 29,803
ADOBE SYS INC COM 546 New 6,833
ADVANCE AUTO PARTS INC COM 66 New 430
AEGON N V NY REGISTRY SH 31 31 New 4,075
AEROVIRONMENT INC COM 103 New 4,000
AES CORP COM 198 New 14,500
AETNA INC NEW COM 10 7 277.27 83
AFFILIATED MANAGERS GROUP COM 40 3 7.88 178


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