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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 ($)
%
Options
Notes
1251 BROOKFIELD BUSINESS PARTNERS 72 1 0.00%
1252 KNOWLES CORP 83 1 0.00%
1253 LAB CORP OF AM 7 1 0.00%
1254 INTERVAL LEISURE GROUP INC 73 1 0.00%
1255 LAZARD LTD LP 45 1 0.00%
1256 AVIS BUDGET GROUP 30 1 0.00%
1257 NOW INC 50 1 0.00%
1258 Liberty Interactive Corp QVC G 27 1 0.00%
1259 HALYARD HEALTH INC 18 1 0.00%
1260 ZEBRA TECHNOLOGIES CORP 18 1 0.00%
1261 ITUS CORP COM NEW 400 1 0.00%
1262 CARE CAP PPTYS INC 28 1 0.00%
1263 GROUPE CGI INC 24 1 0.00%
1264 TIME INC NEW 74 1 0.00%
1265 CST BRANDS INC 22 1 0.00%
1266 TALEN ENERGY CORP COM 43 1 0.00%
1267 SEADRILL LIMITED 140 0 0.00%
1268 HALYARD HEALTH INC 12 0 0.00%
1269 RMR GROUP INC CL A 4 0 0.00%
1270 GENERAL MTRS CO 37 0 0.00%
1271 AMERICAN INTL GROUP INC 11 0 0.00%
1272 PERNIX THERAPEUTICS HLDGS IN 48 0 0.00%
1273 ESSA PHARMA INC 5,670 0 0.00%
1274 Broadcom Ltd 1 0 0.00%
1275 KINDER MORGAN INC 17WTS EXP 05 320 0 0.00%
1276 PJT PARTNERS INC 8 0 0.00%
1277 FRONTIER COMMUNICATIONS CORP 13 0 0.00%
1278 ARADIGM CORP 2 0 0.00%
1279 KINDER MORGAN INC 17WTS EXP 05 2,048 0 0.00%
1280 ENBRIDGE ENERGY MANAGEMENT L 1 0 0.00%
1281 CALIFORNIA RES CORP 5 0 0.00%
1282 SANOFI 250 0 0.00%
1283 VECTRUS INC 5 0 0.00%
1284 PROTHENA CORP PLC 4 0 0.00%
1285 EXAMWORKS GROUP INC COM 12 0 0.00%
1286 SANOFI 125 0 0.00%
1287 CALIFORNIA RES CORP 25 0 0.00%
Page 26 of 26
New Holding filing (0001172661-16-003916) filed in 2016.09.20
#
Name
Shares
Value ($)
%
Options
Notes
1 ACADIA HEALTHCRE 464 26 0.44%
2 AECOM 246 8 0.14%
3 AERCAP HOLDINGS NV 322 11 0.19%
4 ALLISON TRANSMISSION HLDGS I 105 3 0.05%
5 AMERICAN EAGLE OUTFITTERS INC (NEW) 166 3 0.05%
6 AMTRUST FINL SVCS INC 270 7 0.12%
7 ARRIS INTL INC 238 5 0.08%
8 ASPEN INSURANCE HOLDINGS LTD 83 4 0.07%
9 ASSURANT INC 240 21 0.36%
10 ASSURED GUARANTY LTD 706 18 0.31%
11 AVNET INC 83 3 0.05%
12 AVON PRODS INC 283 1 0.02%
13 Alamos Gold Inc. 1 0 0.00%
14 Allegheny Technologies 168 2 0.03%
15 BOARDWALK PIPELINE PARTNERS LP CMN 2,600 45 0.76%
16 BRINKS CO 1,200 34 0.58%
17 BUCKEYE PARTNERS LP UNITS CMN 533 37 0.63%
18 BWX TECHNOLOGIES INC 97 3 0.05%
19 CERUS CORP 445 3 0.05%
20 COLUMBIA PIPELINE GR 424 11 0.19%
21 COMMERCE BANCSHARES INC 194 9 0.15%
22 CRANE CO 500 28 0.48%
23 Cbl & Associates Pptys Inc 755 7 0.12%
24 Chico's FAS Inc 1,109 12 0.20%
25 DOMTAR CORP 652 23 0.39%
26 DREAMWORKS ANIMATION INC 225 9 0.15%
27 DYNAVAX TECHNOLOGIES CORP 1,085 16 0.27%
28 ECHOSTAR 700 37 0.63%
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 FLEXTRONICS INTL LTD F 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 FLOBAL HOLDINGS INC 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 TR 5,000 199 3.38%
44 ISHARES TR 895 46 0.78%
45 Ishares Tr 1-3 year Credit Bond 5,000 530 9.00%
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 AUTOZONEINC 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 Tender 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 401,581 45,624 2.02%
10 MICROSOFT CORP 828,426 42,391 1.87%
11 CB RICHARD E 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 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 L P 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 AUTONATIONIN 596,261 28,012 1.24%
29 ALPHABET INC 39,312 27,657 1.22%
30 ANSYS INC 287,756 26,114 1.15%
31 CORELABSNV 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 MANAGEMENT, LLC CMN CLASS A 1,096,923 16,618 0.73%
42 WESTROCK CO 422,709 16,431 0.73%
43 CHEVRON CORP NEW 156,034 16,357 0.72%
44 ALBANY MOLECULAR RESEARCH 1,160,228 15,593 0.69%
45 ISHARES TR 259,975 14,512 0.64%
46 POLARISINDS 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