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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 (2016Q2)
Original 13F HR (0001172661-16-003633) filed in 2016.08.01
#
Name
Shares
Value ($)
%
Options
Notes
1151 MOSAIC CO NEW 200 5 0.00%
1152 PINNACLE FOODS INC DEL 99 5 0.00%
1153 TRANSENTERIX INC 4,000 5 0.00%
1154 PULTE GROUP INC 241 5 0.00%
1155 NEWFIELD EXPL CO 109 5 0.00%
1156 Hancock John Tax Advn 200 5 0.00%
1157 REGENCY CTRS CORP 55 5 0.00%
1158 XILINX INC 105 5 0.00%
1159 NUVEEN QUALITY MUNCP INCOME 333 5 0.00%
1160 LAUDER ESTEE COS INC 55 5 0.00%
1161 NVIDIA CORP 111 5 0.00%
1162 Heartland Financial Inc. 134 5 0.00%
1163 WPX ENERGY INC 499 5 0.00%
1164 Six Flags Entertainment Corp 82 5 0.00%
1165 VMWARE INC 80 5 0.00%
1166 Keysight Technologies Inc 155 5 0.00%
1167 CONAGRA BRANDS INC 96 5 0.00%
1168 WEC ENERGY GROUP INC 75 5 0.00%
1169 RUTHS HOSPITALITY GROUP INC 289 5 0.00%
1170 ALIGN TECHNOLOGY INC 65 5 0.00%
1171 PERRIGO CO PLC 45 4 0.00%
1172 WGL HLDGS INC 50 4 0.00%
1173 WATERS CORP 30 4 0.00%
1174 NORDSTROM INC 93 4 0.00%
1175 HUDSON TECHNOLOGIES INC 1,000 4 0.00%
1176 ISHARES TR NATIONAL MUN 35 4 0.00%
1177 NORWEGIAN CRUISE LINE HLDGS 90 4 0.00%
1178 T ROWE PRICE GROUP 50 4 0.00%
1179 Chemed Corp New 32 4 0.00%
1180 LIBERTY VENTURES 105 4 0.00%
1181 QUINTILES IMS HOLDINGS INC 57 4 0.00%
1182 ACUITY BRANDS INC 18 4 0.00%
1183 TORONTO DOMINION BK ONT 104 4 0.00%
1184 CARDINAL HEALTH INC 45 4 0.00%
1185 MARSH & MCLENNAN COS INC 63 4 0.00%
1186 XYLEM INC COM USD0.01 100 4 0.00%
1187 ALASKA AIR GROUP INC 63 4 0.00%
1188 ESSEX PPTY TR INC 17 4 0.00%
1189 WYNDHAM WORLDWIDE CORP 60 4 0.00%
1190 AMERICAN STS WTR CO 96 4 0.00%
1191 GLOBUS MED INC 158 4 0.00%
1192 MFA FINL INC 560 4 0.00%
1193 JAZZ PHARMACEUTICALS PLC 25 4 0.00%
1194 ROBERT HALF INTL INC 100 4 0.00%
1195 SERVICE CORP INTL 150 4 0.00%
1196 CERNER CORP 70 4 0.00%
1197 ROCKWELL AUTOMATION INC 37 4 0.00%
1198 VERISK ANALYTICS INC 50 4 0.00%
1199 MIDDLEBY CORP 35 4 0.00%
1200 ARAMARK COM 122 4 0.00%
Page 24 of 26
New Holding filing (0001172661-16-003916) filed in 2016.09.20
#
Name
Shares
Value ($)
%
Options
Notes
1 ACADIA HEALTHCARE COMPANY IN 464 26 0.44%
2 AECOM 246 8 0.14%
3 AERCAP HOLDINGS NV 322 11 0.19%
4 ALAMOS GOLD INC NEW 1 0 0.00%
5 ALLEGHENY TECHNOLOGIES INC 168 2 0.03%
6 ALLISON TRANSMISSION HLDGS I 105 3 0.05%
7 AMERICAN EAGLE OUTFITTERS NE 166 3 0.05%
8 AMTRUST FINL SVCS INC 270 7 0.12%
9 ARRIS INTL INC 238 5 0.08%
10 ASPEN INSURANCE HOLDINGS LTD 83 4 0.07%
11 ASSURANT INC 240 21 0.36%
12 ASSURED GUARANTY LTD F 706 18 0.31%
13 AVNET INC 83 3 0.05%
14 AVON PRODS INC 283 1 0.02%
15 BOARDWALK PIPELINE PARTNERS 2,600 45 0.76%
16 BRINKS CO 1,200 34 0.58%
17 BUCKEYE PARTNERS L P 533 37 0.63%
18 BWX TECHNOLOGIES INC 97 3 0.05%
19 CBL & ASSOC PPTYS INC 755 7 0.12%
20 CERUS CORP 445 3 0.05%
21 CHICOS FAS INC 1,109 12 0.20%
22 COLUMBIA PIPELINE GR 424 11 0.19%
23 COMMERCE BANCSHARES INC 194 9 0.15%
24 CRANE CO 500 28 0.48%
25 DISH NETWORK CORP 700 37 0.63%
26 DOMTAR CORP 652 23 0.39%
27 DREAMWORKS ANIMATION INC 225 9 0.15%
28 DYNAVAX TECHNOLOGIES CORP 1,085 16 0.27%
29 ELBIT SYS LTD 49 4 0.07%
30 EMPIRE ST RLTY TR INC 1,234 23 0.39%
31 ENBRIDGE INC 42 2 0.03%
32 FAIRPOINT COMMUNICATIONS INC 7 0 0.00%
33 FAIRPOINT COMMUNICATIONS INC 127 0 0.00%
34 FIRSTENERGY CORP 170 6 0.10%
35 Flex Ltd 780 9 0.15%
36 HANESBRANDS INC 1,111 28 0.48%
37 HENRY JACK & ASSOC INC 293 26 0.44%
38 HERBALIFE LTD 319 19 0.32%
39 HERTZ GLOBAL HOLDINGS INC COM 746 8 0.14%
40 HEXCEL CORP NEW 173 7 0.12%
41 HUMANA INC 20 4 0.07%
42 IDEX CORP 53 4 0.07%
43 ISHARES INC 602 25 0.42%
44 ISHARES TR 5,000 199 3.38%
45 Ishares core MSCI EAFE 895 46 0.78%
46 KAMAN CORP 700 30 0.51%
47 LEGGETT & PLATT INC 202 10 0.17%
48 LUMENTUM HLDGS INC 25 1 0.02%
49 Lifepoint Hospitals Inc 100 4 0.07%
50 M D C HLDGS INC 180 4 0.07%
Page 1 of 3
Restatement filing (0001172661-16-003915) filed in 2016.09.20
#
Name
Shares
Value ($)
%
Options
Notes
1 UNITEDHEALTH GROUP INC 439,018 61,989 2.74%
2 AUTOZONE INC 74,284 58,970 2.61%
3 Apple Inc 556,523 53,204 2.35%
4 CHUBB LIMITED 383,243 50,094 2.21%
5 TJX COS INC NEW 644,705 49,791 2.20%
6 NXP SEMICONDUCTORS N V 624,911 48,956 2.16%
7 MASTERCARD INCORPORATED 536,904 47,280 2.09%
8 HOME DEPOT INC 363,450 46,409 2.05%
9 AMERICAN TOWER CORP NEW 401,581 45,624 2.02%
10 MICROSOFT CORP 828,426 42,391 1.87%
11 CBRE GROUP INC 1,508,701 39,950 1.77%
12 ACCENTURE PLC IRELAND 334,849 37,935 1.68%
13 THERMO FISHER SCIENTIFIC INC 253,259 37,422 1.65%
14 CELANESE CORP DEL 554,971 36,323 1.61%
15 Alphabet, Inc - Cl C 52,112 36,067 1.59%
16 SMITH A O 397,665 35,038 1.55%
17 GILEAD SCIENCES INC 413,903 34,528 1.53%
18 SCHLUMBERGER LTD 436,439 34,514 1.53%
19 BLACKSTONE GROUP 1,368,274 33,577 1.48%
20 3M CO 187,624 32,857 1.45%
21 WEYERHAEUSER CO 1,102,098 32,809 1.45%
22 MCKESSON CORP 175,373 32,733 1.45%
23 ALLERGAN PLC 141,324 32,659 1.44%
24 ROPER TECHNOLOGIES INC 187,215 31,931 1.41%
25 NIKE INC 577,178 31,860 1.41%
26 Johnson & Johnson 252,572 30,637 1.35%
27 BERKSHIRE HATHAWAY INC DEL 199,491 28,884 1.28%
28 AUTONATION INC 596,261 28,012 1.24%
29 Alphabet, Inc - Cl A 39,312 27,657 1.22%
30 ANSYS INC 287,756 26,114 1.15%
31 CORE LABORATORIES N V 208,917 25,883 1.14%
32 EAST WEST BANCORP INC 683,108 23,349 1.03%
33 AMAZON COM INC 32,063 22,945 1.01%
34 ISHARES TR 217,958 22,500 0.99%
35 DORMAN PRODUCTS INC 391,281 22,381 0.99%
36 TEXAS INSTRS INC 356,596 22,341 0.99%
37 COSTCO WHSL CORP NEW 138,614 21,768 0.96%
38 Exxon Mobil Corp 204,333 19,154 0.85%
39 AMC NETWORKS INC 311,648 18,830 0.83%
40 WESTERN DIGITAL CORP 381,512 18,030 0.80%
41 APOLLO GLOBAL MGMT LLC 1,096,923 16,618 0.73%
42 WESTROCK CO 422,709 16,431 0.73%
43 Chevron Corp 156,034 16,357 0.72%
44 ALBANY MOLECULAR RESH INC 1,160,228 15,593 0.69%
45 ISHARES MSCI EAFE 259,975 14,512 0.64%
46 POLARIS INDS INC 168,480 13,775 0.61%
47 DISNEY WALT CO 134,657 13,172 0.58%
48 SHERWIN WILLIAMS CO 41,996 12,333 0.55%
49 GENERAL MLS INC 157,569 11,238 0.50%
50 LENDINGCLUB CORP 2,547,926 10,956 0.48%
Page 1 of 26