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 1,082
New Positions 211
Increased Positions 473
Decreased Positions 295
Positions with Activity 768
Sold Out Positions 78
Total Mkt Value (in $ millions) 2,183

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

Sector Weighting

Basic Materials 6.27%
Capital Goods 4.16%
Conglomerates 0.01%
Consumer Cyclical 5.51%
Consumer/Non-Cyclical 3.29%
Energy 6.86%
Financial 21.84%
Healthcare 11.01%
Services 19.14%
Technology 16.86%
Transportation 3.22%
Utilities 1.56%

1,082 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ABAXIS INC COM -4 Sold Out 0
ABERCROMBIE & FITCH CO CL A -10 Sold Out 0
ALIBABA GROUP HLDG LTD SPONSORED ADS -16 Sold Out 0
AMERICAN RLTY CAP PPTYS INC COM -104 Sold Out 0
AMN HEALTHCARE SERVICES INC COM -142 Sold Out 0
ASTRONICS CORP COM -7 Sold Out 0
BPZ RESOURCES INC COM Sold Out 0
CABOT MICROELECTRONICS CORP COM -6 Sold Out 0
CAMPBELL SOUP CO COM -23 Sold Out 0
CANTERBURY PARK HOLDING CORP COM -2 Sold Out 0
CHESAPEAKE GRANITE WASH TR COM SH BEN INT -18 Sold Out 0
CIGNA CORPORATION COM -7 Sold Out 0
CIVEO CORP COM -1 Sold Out 0
CONSOL ENERGY INC COM -42 Sold Out 0
CONSTANT CONTACT INC COM -60 Sold Out 0
COPA HOLDINGS SA CL A -2 Sold Out 0
DOMINION RES BLACK WARRIOR TR UNITS BEN INT -3 Sold Out 0
ENDURO RTY TR TR UNIT -26 Sold Out 0
ENSTAR GROUP LIMITED SHS -2 Sold Out 0
FLOTEK INDS INC DEL COM -127 Sold Out 0