EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 1,081
New Positions 165
Increased Positions 426
Decreased Positions 314
Positions with Activity 740
Sold Out Positions 62
Total Mkt Value (in $ millions) 1,900

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

Sector Weighting

Basic Materials 6.24%
Capital Goods 4.14%
Conglomerates 0.01%
Consumer Cyclical 4.15%
Consumer/Non-Cyclical 3.79%
Energy 8.17%
Financial 20.62%
Healthcare 11.31%
Services 17.28%
Technology 17.96%
Transportation 3.68%
Utilities 2.31%

1,081 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ALLIANCE DATA SYSTEMS CORP COM -63 Sold Out 0
ASSURED GUARANTY LTD COM -78 Sold Out 0
AURICO GOLD INC COM Sold Out 0
AVX CORP NEW COM -26 Sold Out 0
BEST BUY INC COM -14 Sold Out 0
CALPINE CORP COM NEW -99 Sold Out 0
CENOVUS ENERGY INC COM -76 Sold Out 0
CHESAPEAKE GRANITE WASH TR COM SH BEN INT -15 Sold Out 0
CSG SYS INTL INC COM -15 Sold Out 0
DEMAND MEDIA INC COM NEW -1 Sold Out 0
DINEEQUITY INC COM -75 Sold Out 0
DNP SELECT INCOME FD COM -47 Sold Out 0
EBIX INC COM NEW -11 Sold Out 0
ELECTRONIC ARTS INC COM -9 Sold Out 0
ENERSIS S A SPONSORED ADR -18 Sold Out 0
ENSCO PLC SHS CLASS A -8 Sold Out 0
ENSTAR GROUP LIMITED SHS -34 Sold Out 0
EQUITY RESIDENTIAL SH BEN INT -64 Sold Out 0
EXPEDIA INC DEL COM NEW -3 Sold Out 0
EXTRA SPACE STORAGE INC COM -58 Sold Out 0


Create your free portfolio