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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 (2015Q3)
Portfolio Summary: 964 holdings with a total value of $2,093,282,000.
#
Name
Shares
Value ($)
%
Options
Notes
251 VALEANT PHARMACEUTICALS INTL 2,875 514,000 0.02%
252 COMCAST CORP NEW 9,042 514,000 0.02%
253 WILLIAMS PARTNERS L P NEW 15,985 509,000 0.02%
254 SOUTHERN CO 11,414 508,000 0.02%
255 POWERSHARES ETF TRUST 6,078 503,000 0.02%
256 VODAFONE GROUP PLC NEW 15,703 499,000 0.02%
257 PRAXAIR INC 4,871 495,000 0.02%
258 POWERSHARES ETF TRUST 5,325 487,000 0.02%
259 SELECT SECTOR SPDR TR 12,220 483,000 0.02%
260 PUBLIC STORAGE 2,278 482,000 0.02%
261 PRUDENTIAL FINL INC 6,245 475,000 0.02%
262 BLOCK H & R INC 13,068 473,000 0.02%
263 AMERIPRISE FINL INC 4,294 468,000 0.02%
264 Bankwell Financial Group Inc 25,425 465,000 0.02%
265 CONSOLIDATED EDISON INC 6,887 461,000 0.02%
266 WISDOMTREE TR 9,460 459,000 0.02%
267 ISHARES SILVER TR 32,933 457,000 0.02%
268 VALERO ENERGY CORP NEW 7,590 456,000 0.02%
269 MACROGENICS INC 21,156 453,000 0.02%
270 WILEY JOHN SONS INC 8,758 439,000 0.02%
271 VANGUARD SCOTTSDALE FDS 5,500 438,000 0.02%
272 TELEFLEX INC 3,500 435,000 0.02%
273 SAP SE 6,677 432,000 0.02%
274 IShares TR 5,000 427,000 0.02%
275 BANK NEW YORK MELLON CORP 10,876 426,000 0.02%
276 RENAISSANCERE HOLDINGS LTD 3,976 423,000 0.02%
277 FEDEX CORP 2,934 422,000 0.02%
278 DELTA AIRLINES INC DEL 9,274 416,000 0.02%
279 CANADIAN NATL RY CO 7,250 412,000 0.02%
280 ZIMMER BIOMET HLDGS INC 4,374 409,000 0.02%
281 STARWOOD HOTELS & RESORTS WORLDWIDE INC COM 6,101 408,000 0.02%
282 REYNOLDS AMERICAN INC 9,054 400,000 0.02%
283 UGI CORP NEW 11,487 400,000 0.02%
284 CIMAREX ENERGY 3,897 400,000 0.02%
285 NEW JERSEY RES CORP 13,250 398,000 0.02%
286 EAGLE PT CR CO LLC 20,750 394,000 0.02%
287 CLOROX CO DEL 3,368 390,000 0.02%
288 SUNCOR ENERGY INC NEW 14,550 389,000 0.02%
289 CSX CORP 14,465 389,000 0.02%
290 FORD MTR CO DEL 28,335 385,000 0.02%
291 WASHINGTON TR BANCORP COM 10,000 385,000 0.02%
292 PG&E CORP 7,113 376,000 0.02%
293 LUMEN TECHNOLOGIES INC 14,871 374,000 0.02%
294 WHITE MOUNTAINS INSURANCE GRP LTD 500 374,000 0.02%
295 T MOBILE US INC 9,363 373,000 0.02%
296 RAYONIER INC 16,873 372,000 0.02%
297 POWERSHARES QQQ TRUST 3,645 371,000 0.02%
298 SPDR SER TR 8,304 371,000 0.02%
299 MARSH & MCLENNAN COS INC 7,000 366,000 0.02%
300 VANGUARD INTL EQUITY INDEX F 6,616 365,000 0.02%
Page 6 of 20

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001987, filed 2015.11.16).

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.