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Institutional Investment Manager
Evercore Wealth Management, LLC
Evercore Wealth Management, LLC (CIK: 0001482689) incorporated in Delaware, located at 55 East 52nd Street, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Portfolio Summary: 945 holdings with a total value of $1,996,045,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 CIVEO CORP CDA 348 4,000 0.00%
52 Paragon Offshore PLC 700 4,000 0.00%
53 Abaxis Inc 85 4,000 0.00%
54 MFA FINANCIAL INC COM 560 4,000 0.00%
55 INTELLICHECK MOBILISA INC 1,144 4,000 0.00%
56 ALLEGION PUB LTD CO 66 4,000 0.00%
57 INTEGRYS ENERGY GROUP INC 68 4,000 0.00%
58 Capital Bank Financial Corp Cl 147 4,000 0.00%
59 Omnicare Inc (Acquired 8/18/2015) 59 4,000 0.00%
60 USA Technologies Inc 2,000 4,000 0.00%
61 TIBCO SOFTWARE INC 179 4,000 0.00%
62 BROCADE COMMUNICATIONS SYS I 338 4,000 0.00%
63 L BRANDS INC 56 4,000 0.00%
64 JUNIPER NETWORKS 199 4,000 0.00%
65 ROCKWELL AUTOMATION INC 37 4,000 0.00%
66 HANCOCK JOHN TAX-ADV DIV INC 200 4,000 0.00%
67 ASTRONICS CORP 92 4,000 0.00%
68 C&J ENERGY SVCS INC 138 4,000 0.00%
69 SIFCO INDS INC 165 5,000 0.00%
70 WYNDHAM WORLDWIDE CORP 60 5,000 0.00%
71 IAC INTERACTIVECORP 73 5,000 0.00%
72 SUN HYDRAULICS CORP COM 132 5,000 0.00%
73 PENN WEST PETE LTD NEW 800 5,000 0.00%
74 FIFTH THIRD BANCORP 248 5,000 0.00%
75 AMERICAN ELECTRIC TECH INC 700 5,000 0.00%
76 PETROLEO BRASILEIRO SA PETRO 350 5,000 0.00%
77 NUVEEN QUALITY MUNCP INCOME 333 5,000 0.00%
78 ROYAL BK SCOTLAND GROUP PLC 227 5,000 0.00%
79 STEEL DYNAMICS INC 239 5,000 0.00%
80 CREDIT SUISSE GROUP 184 5,000 0.00%
81 FORTUNE BRANDS HOME & SEC IN 149 6,000 0.00%
82 OLD DOMINION FREIGHT LINE IN 80 6,000 0.00%
83 AOL INC 130 6,000 0.00%
84 Alcoa 355 6,000 0.00%
85 TERADATA CORP DEL 150 6,000 0.00%
86 LABORATORY CORP AMER HLDGS 52 6,000 0.00%
87 AMER STATES WTR CO 200 6,000 0.00%
88 FOSTER L B CO CL A 123 6,000 0.00%
89 QUEST DIAGNOSTICS INC 100 6,000 0.00%
90 VANGUARD INDEX FDS 67 6,000 0.00%
91 VANGUARD WORLD FDS 75 7,000 0.00%
92 DELPHI AUTOMOTIVE PLC 117 7,000 0.00%
93 GEOSPACE TECHNOLOGIES CORP COM 200 7,000 0.00%
94 FIRST TR EXCHANGE-TRADED FD 80 7,000 0.00%
95 MEREDITH CORP COM 155 7,000 0.00%
96 FIRST AMERN FINL CORP 275 7,000 0.00%
97 COMPASS DIV HOLDINGS SHS OF BENEFICIAL INTEREST 400 7,000 0.00%
98 BARCLAYS BK PLC 100 7,000 0.00%
99 NEW YORK TIMES CO 680 7,000 0.00%
100 Iron Mountain Inc New 228 7,000 0.00%
Page 2 of 19

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001741, filed 2014.11.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.