EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2016

Position Statistics

Total Positions 1,147
New Positions 112
Increased Positions 354
Decreased Positions 473
Positions with Activity 827
Sold Out Positions 123
Total Mkt Value (in $ millions) 2,526

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

Sector Weighting

Energy 5.68%
Basic Materials 4.09%
Industrials 8.5%
Consumer Cyclicals 15.41%
Consumer Non-Cyclicals 3.64%
Financials 28.28%
Healthcare 12.29%
Technology 20.93%
Telecommunication Services 0.57%
Utilities 0.56%

1,147 Positions as of 12/31/2016

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ABIOMED INC COM -16 Sold Out 0
ACUITY BRANDS INC COM -4 Sold Out 0
AIR METHODS CORP COM PAR $.06 -11 Sold Out 0
ALAMOS GOLD INC NEW COM CL A Sold Out 0
ALLEGHANY CORP DEL COM -1,090 Sold Out 0
ALLETE INC COM NEW -233 Sold Out 0
AMDOCS LTD SHS -60 Sold Out 0
ANNALY CAP MGMT INC COM -76 Sold Out 0
ARAMARK COM -4 Sold Out 0
ARATANA THERAPEUTICS INC COM -30 Sold Out 0
ARCONIC INC COM -4 Sold Out 0
B/E AEROSPACE INC COM -44 Sold Out 0
BEST BUY INC COM -156 Sold Out 0
BLACKROCK INTL GRWTH & INC TR COM BENE INTER -58 Sold Out 0
BORGWARNER INC COM -13 Sold Out 0
CAMPBELL SOUP CO COM -15 Sold Out 0
CASEYS GEN STORES INC COM -5 Sold Out 0
CENTERPOINT ENERGY INC COM -119 Sold Out 0
CHEESECAKE FACTORY INC COM -93 Sold Out 0
CHEMED CORP NEW COM -6 Sold Out 0