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 1,086
New Positions 211
Increased Positions 473
Decreased Positions 297
Positions with Activity 770
Sold Out Positions 79
Total Mkt Value (in $ millions) 2,181

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

Sector Weighting

Basic Materials 6.3%
Capital Goods 4.14%
Conglomerates 0.01%
Consumer Cyclical 5.53%
Consumer/Non-Cyclical 3.25%
Energy 6.88%
Financial 21.76%
Healthcare 11%
Services 19.14%
Technology 16.91%
Transportation 3.23%
Utilities 1.57%

1,086 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 -28 (97.53) 38
3M CO COM 25,572 1,057 4.31 164,580
ABAXIS INC COM -4 Sold Out 0
ABB LTD SPONSORED ADR 14 -116 (88.94) 696
ABBOTT LABS COM 5,589 -122 (2.14) 113,117
ABBVIE INC COM 6,892 174 2.59 101,044
ABERCROMBIE & FITCH CO CL A -10 Sold Out 0
ABERDEEN ISRAEL FUND INC COM 19 19 New 1,000
ACCELERON PHARMA INC COM 50 New 1,667
ACCENTURE PLC IRELAND SHS CLASS A 28,297 1,021 3.74 290,736
ACE LIMITED SHS 34,800 1,439 4.31 335,455
ACORDA THERAPEUTICS INC COM 13 New 400
ADOBE SYS INC COM 552 New 6,833
ADVANCE AUTO PARTS INC COM 70 New 430
AEGON N V NY REGISTRY SH 30 30 New 4,075
AEROVIRONMENT INC COM 110 New 4,000
AES CORP COM 193 New 14,500
AETNA INC NEW COM 10 8 277.27 83
AFFILIATED MANAGERS GROUP COM 39 3 7.88 178
AFLAC INC COM 3,043 -527 (14.77) 49,110