EVERCORE WEALTH MANAGEMENT, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 1,071
New Positions 58
Increased Positions 253
Decreased Positions 531
Positions with Activity 784
Sold Out Positions 217
Total Mkt Value (in $ millions) 1,853

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

Sector Weighting

Basic Materials 5.53%
Capital Goods 3.82%
Conglomerates 0.01%
Consumer Cyclical 3.64%
Consumer/Non-Cyclical 5.79%
Energy 9.96%
Financial 21.88%
Healthcare 9.18%
Services 16.98%
Technology 17.61%
Transportation 3.71%
Utilities 1.86%

1,071 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AARONS INC COM PAR $0.50 -3 Sold Out 0
ABERCROMBIE & FITCH CO CL A -1 Sold Out 0
ABERDEEN GTR CHINA FD INC COM -16 Sold Out 0
ACADIA RLTY TR COM SH BEN INT -6 Sold Out 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR -15 Sold Out 0
AETNA INC NEW COM -4 Sold Out 0
AGRIUM INC COM -3 Sold Out 0
ALEXANDRIA REAL ESTATE EQ INC COM -6 Sold Out 0
ALLEGION PUB LTD CO ORD SHS -61 Sold Out 0
ALLIANCE DATA SYSTEMS CORP COM -14 Sold Out 0
ALLIANT TECHSYSTEMS INC COM -4 Sold Out 0
ALTERA CORP COM -5 Sold Out 0
AMBEV SA SPONSORED ADR -3 Sold Out 0
AMERICAN CAPITAL AGENCY CORP COM -109 Sold Out 0
AMERICAN FINL GROUP INC OHIO COM -3 Sold Out 0
AON PLC SHS CL A -3 Sold Out 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH -4 Sold Out 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - -1 Sold Out 0
ARM HLDGS PLC SPONSORED ADR -6 Sold Out 0
ASML HOLDING N V N Y REGISTRY SHS -6 Sold Out 0