EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 1,130
New Positions 123
Increased Positions 371
Decreased Positions 321
Positions with Activity 692
Sold Out Positions 61
Total Mkt Value (in $ millions) 2,115

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

Sector Weighting

Basic Materials 5.43%
Capital Goods 3.88%
Conglomerates 0.01%
Consumer Cyclical 6.17%
Consumer/Non-Cyclical 3.04%
Energy 6.39%
Financial 23.2%
Healthcare 10.95%
Services 18.3%
Technology 17.45%
Transportation 3.3%
Utilities 1.51%

1,130 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ABERDEEN ISRAEL FUND INC COM -19 Sold Out 0
AEGON N V NY REGISTRY SH -25 Sold Out 0
AIRGAS INC COM -2 Sold Out 0
ALLIANCE DATA SYSTEMS CORP COM -3 Sold Out 0
AMDOCS LTD SHS -4 Sold Out 0
AMERICAN CAP LTD COM -18 Sold Out 0
AMYRIS INC COM -19 Sold Out 0
AVAGO TECHNOLOGIES LTD SHS -5 Sold Out 0
BJS RESTAURANTS INC COM -89 Sold Out 0
BLACKROCK UTIL & INFRASTRCTURE COM -3 Sold Out 0
BOOZ ALLEN HAMILTON HLDG CORP CL A -1 Sold Out 0
BROCADE COMMUNICATIONS SYS INC COM NEW -2 Sold Out 0
CELLDEX THERAPEUTICS INC NEW COM -120 Sold Out 0
CMS ENERGY CORP COM -10 Sold Out 0
COMMUNICATIONS SALES&LEAS INC COM -8 Sold Out 0
CUSHING MLP TOTAL RETURN FD COM SHS -17 Sold Out 0
DELPHI AUTOMOTIVE PLC SHS -9 Sold Out 0
DUFF & PHELPS GLB UTL INC FD COM -2 Sold Out 0
F5 NETWORKS INC COM -3 Sold Out 0
FACTSET RESH SYS INC COM -52 Sold Out 0


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