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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 (2016Q4)
Portfolio Summary: 1,023 holdings with a total value of $2,413,274,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 PIPER JAFFRAY COS 4 0 0.00%
2 ENBRIDGE ENERGY MANAGEMENT LLC SHS UNITS LLI 1 0 0.00%
3 ARADIGM CORP 2 0 0.00%
4 KINDER MORGAN INC 17WTS EXP 05 2,368 0 0.00%
5 PJT Partners Inc 19 0 0.00%
6 PROTHENA CORP PLC 4 0 0.00%
7 RMR GROUP INC 4 0 0.00%
8 PERNIX THERAPEUTICS HLDGS IN 5 0 0.00%
9 FUELCELL ENERGY INC 31 0 0.00%
10 SEADRILL LIMITED 140 0 0.00%
11 Agrofresh Solutions Warrants Exp 07/31/20 1,625 0 0.00%
12 SANOFI 375 0 0.00%
13 OPEN TEXT CORP 24 1,000 0.00%
14 GENERAL MTRS CO 37 1,000 0.00%
15 CHESAPEAKE ENERGY CORP 170 1,000 0.00%
16 POTASH CORP SASK INC 75 1,000 0.00%
17 ROCKWELL COLLINS INC 13 1,000 0.00%
18 ORASURE TECHNOLOGIES INC 141 1,000 0.00%
19 AMETEK INC NEW 26 1,000 0.00%
20 MOLSON COORS BREWING CO 15 1,000 0.00%
21 BAYTEX ENERGY CORP 300 1,000 0.00%
22 SKYWORKS SOLUTIONS INC 18 1,000 0.00%
23 SNAP ON INC 7 1,000 0.00%
24 UNITED RENTALS INC 14 1,000 0.00%
25 TENET HEALTHCARE CORP 65 1,000 0.00%
26 TEXTRON INC 28 1,000 0.00%
27 CARMAX INC 21 1,000 0.00%
28 HUNTINGTON BANCSHARES INC 96 1,000 0.00%
29 LEVEL 3 COMMUNICTIONS COM 23 1,000 0.00%
30 DR PEPPER SNAPPLE GROUP INC 15 1,000 0.00%
31 AVON PRODS INC 283 1,000 0.00%
32 MASCO CORP 37 1,000 0.00%
33 CALIFORNIA RES CORP 29 1,000 0.00%
34 AMERICAN INTL GROUP INC 72 1,000 0.00%
35 AECOM 39 1,000 0.00%
36 VERIFONE SYS INC 50 1,000 0.00%
37 SCANA 16 1,000 0.00%
38 TERRAVIA HLDGS INC COM 500 1,000 0.00%
39 FIRSTENERGY CORP 47 1,000 0.00%
40 CINCINNATI FINL CORP 15 1,000 0.00%
41 INTUITIVE SURGICAL INC 2 1,000 0.00%
42 H C P INC REIT 43 1,000 0.00%
43 Restaurant Brands Int'l 31 1,000 0.00%
44 CARE CAP PPTYS INC 28 1,000 0.00%
45 TIME INC NEW 74 1,000 0.00%
46 INTERPUBLIC GROUP COS INC 49 1,000 0.00%
47 ULTA BEAUTY INC 5 1,000 0.00%
48 VERINT SYS INC 19 1,000 0.00%
49 NEWMONT CORP 37 1,000 0.00%
50 DOLLAR GEN CORP NEW 20 1,000 0.00%
Page 1 of 21

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000277, filed 2017.02.08).

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.