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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 (2016Q3)
Portfolio Summary: 1,029 holdings with a total value of $2,416,912,000.
#
Name
Shares
Value ($)
%
Options
Notes
901 AOXING PHARMACEUTICAL CO INC 13,158 7,000 0.00%
902 VALEANT PHARMACEUTICALS INTL 300 7,000 0.00%
903 ARRIS INTL INC 238 7,000 0.00%
904 IRON MTN INC NEW 183 7,000 0.00%
905 LIBERTY GLOBAL PLC LILAC SHS CL C 263 7,000 0.00%
906 FIRST TR EXCHANGE TRADED FD 280 7,000 0.00%
907 ISHARES TR 395 7,000 0.00%
908 MURPHY USA INC COM 100 7,000 0.00%
909 AVIS BUDGET GROUP 196 7,000 0.00%
910 WYNN RESORTS LTD 73 7,000 0.00%
911 NEWMONT CORP 179 7,000 0.00%
912 LEVEL 3 COMMUNICATIONS INC 144 7,000 0.00%
913 HUDSON TECHNOLOGIES INC 1,000 7,000 0.00%
914 ALIGN TECHNOLOGY INC 65 6,000 0.00%
915 SENIOR HOUSING PROPERTIES TRUST 267 6,000 0.00%
916 CLIFFS NATURAL RESOURCES INC N/C 8/25/17 185899101 1,000 6,000 0.00%
917 Incyte Corp 67 6,000 0.00%
918 SOUTHWEST AIRLS CO 147 6,000 0.00%
919 NORWEGIAN CRUISE LINE HLDG LTD SHS 161 6,000 0.00%
920 MORNINGSTAR INC 76 6,000 0.00%
921 VMWARE A 80 6,000 0.00%
922 NUCOR CORP 120 6,000 0.00%
923 SCRIPPS NETWORKS INTERACT IN 94 6,000 0.00%
924 WPX ENERGY INC 499 6,000 0.00%
925 Akamai Technologies 118 6,000 0.00%
926 Heartland Financial Inc. 134 5,000 0.00%
927 NEWFIELD EXPLOR 109 5,000 0.00%
928 MURPHY OIL 170 5,000 0.00%
929 QUINTILES IMS HOLDINGS INC 57 5,000 0.00%
930 CASEY'S GENERAL STORES INC COM 42 5,000 0.00%
931 IDEX CORP 53 5,000 0.00%
932 OCEANEERING INTL INC 156 5,000 0.00%
933 WATERS CORP 30 5,000 0.00%
934 COMMUNICATIONS SALES&LEAS IN 148 5,000 0.00%
935 Keysight Technologies Inc 155 5,000 0.00%
936 PENGROWTH ENERGY 3,200 5,000 0.00%
937 ARAMARK 122 5,000 0.00%
938 CONCHO RESOURCES 40 5,000 0.00%
939 Pinnacle Foods Inc 99 5,000 0.00%
940 ACUITY BRANDS INC 18 5,000 0.00%
941 PULTEGROUP 241 5,000 0.00%
942 TERADATA CORP DEL 174 5,000 0.00%
943 VERISIGN 64 5,000 0.00%
944 HANCOCK JOHN TAX ADVANTAGED 200 5,000 0.00%
945 GOPRO INC 300 5,000 0.00%
946 Chemed Corp New 32 5,000 0.00%
947 M D C HLDGS INC COM 180 5,000 0.00%
948 SIX FLAGS ENTERTAINM 82 4,000 0.00%
949 OMEGA HEALTHCARE INVS INC 114 4,000 0.00%
950 CITIZENS FINL GROUP INC 150 4,000 0.00%
Page 19 of 21

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004131, filed 2016.11.10).

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.