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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 (2015Q1)
Portfolio Summary: 1,006 holdings with a total value of $2,178,346,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 WGL HLDGS INC COM 50 3,000 0.00%
52 AMERICAN ELECTRIC TECH INC 700 3,000 0.00%
53 DUFF PHELPS UTLITY AND INF 150 3,000 0.00%
54 KIMCO RLTY CORP 100 3,000 0.00%
55 F5 NETWORKS INC 24 3,000 0.00%
56 OFFICE DEPOT INC 325 3,000 0.00%
57 MAXLINEAR INC COM 408 3,000 0.00%
58 HOLLYFRONTIER CORP 79 3,000 0.00%
59 NUVEEN ENERGY MLP TOTL RTRNF 140 3,000 0.00%
60 Ishares - Japan 224 3,000 0.00%
61 QUINTILES IMS HOLDINGS INC 45 3,000 0.00%
62 JUNIPER NETWORKS 199 4,000 0.00%
63 ALLIANCE DATA SYSTEMS CORP 13 4,000 0.00%
64 ROSS STORES INC 37 4,000 0.00%
65 PENGROWTH ENERGY CORP 1,500 4,000 0.00%
66 MFA FINANCIAL INC COM 560 4,000 0.00%
67 ALLEGION PUB LTD CO 66 4,000 0.00%
68 GROUPON INC 500 4,000 0.00%
69 HANCOCK JOHN TAX-ADV DIV INC 200 4,000 0.00%
70 SOUTHWEST AIRLS CO 100 4,000 0.00%
71 HUDSON TECHNOLOGIES INC 1,000 4,000 0.00%
72 PRUDENTIAL GLB SHT DUR HG YL 230 4,000 0.00%
73 INTUITIVE SURGICAL INC 8 4,000 0.00%
74 DR PEPPER SNAPPLE GROUP INC 60 5,000 0.00%
75 TUPPERWARE BRANDS CORP 67 5,000 0.00%
76 AVAGO TECHNOLOGIES LTD SHS 43 5,000 0.00%
77 CREDIT SUISSE GROUP 184 5,000 0.00%
78 NUVEEN QUALITY MUNCP INCOME 333 5,000 0.00%
79 MURPHY OIL 108 5,000 0.00%
80 AOL INC 130 5,000 0.00%
81 TARGA RES CORP 62 6,000 0.00%
82 ROYAL BK SCOTLAND GROUP PLC 227 6,000 0.00%
83 Monster Beverage Corpo 45 6,000 0.00%
84 LINCOLN NATL CORP IND 108 6,000 0.00%
85 Market Vectors Agribusiness ET 105 6,000 0.00%
86 TERADATA CORP DEL 150 6,000 0.00%
87 USA Technologies Inc 2,000 6,000 0.00%
88 VANGUARD WORLD FDS 75 6,000 0.00%
89 VANGUARD INDEX FDS 67 6,000 0.00%
90 Ashland Inc New 50 6,000 0.00%
91 ALLISON TRANSMISSION HLDGS INC COM 229 7,000 0.00%
92 NEW YORK TIMES CO 480 7,000 0.00%
93 NOW INC 325 7,000 0.00%
94 VANGUARD INDEX FDS 82 7,000 0.00%
95 VANGUARD INDEX FDS 69 7,000 0.00%
96 PRA GROUP INC 128 7,000 0.00%
97 CSG SYS INTL INC 238 7,000 0.00%
98 California Resources Corp 938 7,000 0.00%
99 LABORATORY CORP AMER HLDGS 52 7,000 0.00%
100 Crestwood Midstream Partners LP 500 7,000 0.00%
Page 2 of 21

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-000984, filed 2015.05.06).

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.