EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,037
New Positions 89
Increased Positions 266
Decreased Positions 428
Positions with Activity 694
Sold Out Positions 167
Total Mkt Value (in $ millions) 2,054

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

Sector Weighting

Basic Materials 6.63%
Capital Goods 4.61%
Conglomerates 0.01%
Consumer Cyclical 5.4%
Consumer/Non-Cyclical 3.47%
Energy 6.79%
Financial 16.52%
Healthcare 12.04%
Services 19.13%
Technology 19.52%
Transportation 3.77%
Utilities 1.81%

1,037 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ABERDEEN ISRAEL FUND INC COM -17 Sold Out 0
ALEXANDER & BALDWIN INC NEW COM -13 Sold Out 0
ALPS ETF TR ALERIAN MLP -361 Sold Out 0
ANTERO RES CORP COM -8 Sold Out 0
APOLLO ED GROUP INC CL A -10 Sold Out 0
BARCLAYS BK PLC IPMS INDIA ETN -8 Sold Out 0
BLACKROCK LTD DURATION INC TR COM SHS -13 Sold Out 0
BLACKROCK MUN 2020 TERM TR COM SHS -64 Sold Out 0
BLACKROCK MUNIHLDGS NY QLTY FD COM -23 Sold Out 0
BLACKROCK MUNIHLDNGS CALI QLTY COM -24 Sold Out 0
BLACKROCK RES & COMM STRAT TR SHS -56 Sold Out 0
BLACKSTONE GSO FLTING RTE FUND COM -14 Sold Out 0
BOULDER GROWTH & INCOME FD INC COM -26 Sold Out 0
C&J ENERGY SVCS INC COM -2 Sold Out 0
CAPITAL BK FINL CORP CL A COM -4 Sold Out 0
CAPSTONE TURBINE CORP COM -36 Sold Out 0
CINTAS CORP COM -41 Sold Out 0
CLAYMORE EXCHANGE-TRD FD TR 2 GUGG CHINA ALLCP -21 Sold Out 0
CLEAN ENERGY FUELS CORP COM -12 Sold Out 0
CUSHING MLP TOTAL RETURN FD COM SHS -22 Sold Out 0


Create your free portfolio