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) 2,220

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

Sector Weighting

Basic Materials 6.34%
Capital Goods 4.19%
Conglomerates 0.01%
Consumer Cyclical 5.26%
Consumer/Non-Cyclical 3.23%
Energy 7.18%
Financial 21.55%
Healthcare 10.98%
Services 18.55%
Technology 17.51%
Transportation 3.29%
Utilities 1.68%

1,079 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ABAXIS INC COM -5 Sold Out 0
ABERCROMBIE & FITCH CO CL A -9 Sold Out 0
ALIBABA GROUP HLDG LTD SPONSORED ADS -18 Sold Out 0
AMERICAN RLTY CAP PPTYS INC COM -113 Sold Out 0
AMN HEALTHCARE SERVICES INC COM -120 Sold Out 0
ASTRONICS CORP COM -6 Sold Out 0
BPZ RESOURCES INC COM Sold Out 0
CABOT MICROELECTRONICS CORP COM -6 Sold Out 0
CAMPBELL SOUP CO COM -24 Sold Out 0
CANTERBURY PARK HOLDING CORP COM -2 Sold Out 0
CHESAPEAKE GRANITE WASH TR COM SH BEN INT -19 Sold Out 0
CIGNA CORPORATION COM -6 Sold Out 0
CIVEO CORP COM -1 Sold Out 0
CONSOL ENERGY INC COM -56 Sold Out 0
CONSTANT CONTACT INC COM -57 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 -28 Sold Out 0
ENSTAR GROUP LIMITED SHS -2 Sold Out 0
FLOTEK INDS INC DEL COM -115 Sold Out 0