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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 (2015Q2)
Portfolio Summary: 1,071 holdings with a total value of $2,215,875,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 PRUDENTIAL GLB SHT DUR HG YL 230 3,000 0.00%
52 MOBILEYE N V AMSTELVEEN 56 3,000 0.00%
53 SOUTHWEST AIRLS CO 100 3,000 0.00%
54 ISHARES INC 104 3,000 0.00%
55 AETNA INC NEW 22 3,000 0.00%
56 SILVER STD RES INC 500 3,000 0.00%
57 ANTERO RES CORP 83 3,000 0.00%
58 WGL HLDGS INC COM 50 3,000 0.00%
59 Alcoa 240 3,000 0.00%
60 MURPHY OIL 75 3,000 0.00%
61 TE CONNECTIVITY LTD 50 3,000 0.00%
62 PERRIGO CO PLC 15 3,000 0.00%
63 AMETEK INC NEW 56 3,000 0.00%
64 GROUPON INC 500 3,000 0.00%
65 VALIDUS HOLDINGS LTD 78 3,000 0.00%
66 HUDSON TECHNOLOGIES INC 1,000 3,000 0.00%
67 ALLEGION PUB LTD CO 66 4,000 0.00%
68 AMERICAN ELECTRIC TECH INC 700 4,000 0.00%
69 MFA FINANCIAL INC COM 560 4,000 0.00%
70 NASDAQ OMX GROUP 91 4,000 0.00%
71 TELEFONICA BRASIL SA 297 4,000 0.00%
72 HANCOCK JOHN TAX-ADV DIV INC 200 4,000 0.00%
73 ROSS STORES INC 74 4,000 0.00%
74 PENGROWTH ENERGY CORP 1,500 4,000 0.00%
75 CREDIT SUISSE GROUP 184 5,000 0.00%
76 JEFFERIES GROUP INC NEW SR DB CV3.875 29 5,000 5,000 0.00% PRN
77 WESTPAC BKG CORP 212 5,000 0.00%
78 XILINX INC 105 5,000 0.00%
79 VMWARE INC 57 5,000 0.00%
80 ELEMENTS ROGERS INTERNATIONAL COMMODITY INDEX-TOTAL RETURN ETN 793 5,000 0.00%
81 ISHARES TR MSCI UTD KNGDM 249 5,000 0.00%
82 USA Technologies Inc 2,000 5,000 0.00%
83 JUNIPER NETWORKS 199 5,000 0.00%
84 CRESCENT PT ENERGY CORP 255 5,000 0.00%
85 RYLAND GROUP INC SR NT CV 0.25 19 5,000 5,000 0.00% PRN
86 NUVEEN QUALITY MUNCP INCOME 333 5,000 0.00%
87 ROYAL BK SCOTLAND GROUP PLC 227 6,000 0.00%
88 TOWERS WATSON & CO 47 6,000 0.00%
89 TARGA RES CORP 62 6,000 0.00%
90 VANGUARD INDEX FDS 67 6,000 0.00%
91 Crestwood Midstream Partners LP 500 6,000 0.00%
92 TERADATA CORP DEL 150 6,000 0.00%
93 SEARS HLDGS CORP 235 6,000 0.00%
94 CITRIX SYS INC 89 6,000 0.00%
95 MONSTER BEVERAGE CORP NEW 45 6,000 0.00%
96 Market Vectors Agribusiness ET 105 6,000 0.00%
97 LABORATORY CORP AMER HLDGS 52 6,000 0.00%
98 Ashland Inc New 50 6,000 0.00%
99 PINNACLE WEST 125 7,000 0.00%
100 VANGUARD WORLD FDS 75 7,000 0.00%
Page 2 of 22

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001424, filed 2015.08.06).

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.