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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
101 CAE INC 222 3,000 0.00%
102 JAZZ PHARMACEUTICALS PLC 25 3,000 0.00%
103 CREDICORP LTD 17 3,000 0.00%
104 MANULIFE FINL CORP 172 3,000 0.00%
105 MOODYS CORP 31 3,000 0.00%
106 BANK N S HALIFAX 59 3,000 0.00%
107 NEWLINK GENETICS CORP COM 250 3,000 0.00%
108 ALEXANDER & BALDWIN INC NEW COM 100 4,000 0.00%
109 THOMSON REUTERS CORP 95 4,000 0.00%
110 ROYAL BK CDA MONTREAL QUE 61 4,000 0.00%
111 WGL HLDGS INC COM 50 4,000 0.00%
112 SIRIUS XM HOLDINGS INC 913 4,000 0.00%
113 ALLISON TRANSMISSION HLDGS INC COM 105 4,000 0.00%
114 MFA FINANCIAL INC COM 560 4,000 0.00%
115 CADENCE DESIGN SYSTEM INC 167 4,000 0.00%
116 Parkway Properties Inc/Md 199 4,000 0.00%
117 MATTEL INC 137 4,000 0.00%
118 MOSAIC CO NEW 124 4,000 0.00%
119 ISHARES TR 45 4,000 0.00%
120 PERRIGO CO PLC 45 4,000 0.00%
121 CRESTWOOD EQUITY PARTNERS LP 137 4,000 0.00%
122 AOXING PHARMACEUTICAL CO INC 13,158 4,000 0.00%
123 VALEANT PHARMACEUTICALS INTL 300 4,000 0.00%
124 FLEX LTD 285 4,000 0.00%
125 NETAPP INC COM 132 5,000 0.00%
126 MADRIGAL PHARMACEUTICALS INC 354 5,000 0.00%
127 MURPHY OIL 170 5,000 0.00%
128 NEW YORK CMNTY BANCORP INC 300 5,000 0.00%
129 MAXLINEAR INC 221 5,000 0.00%
130 FIRST SOLAR INC 166 5,000 0.00%
131 TERADATA CORP DEL 174 5,000 0.00%
132 VERISIGN INC 64 5,000 0.00%
133 OCEANEERING INTL INC 156 5,000 0.00%
134 LINCOLN NATL CORP IND 69 5,000 0.00%
135 HANCOCK JOHN TAX-ADV DIV INC 200 5,000 0.00%
136 IDEX CORP 53 5,000 0.00%
137 Incyte Corp 52 5,000 0.00%
138 WYNDHAM WORLDWIDE CORP 64 5,000 0.00%
139 ALCOA CORP 176 5,000 0.00%
140 Wright Medical Group NV 200 5,000 0.00%
141 BP PRUDHOE BAY RTY TR 200 5,000 0.00%
142 ROBERT HALF INTL INC 100 5,000 0.00%
143 HUGOTON RTY TR TEX 2,250 5,000 0.00%
144 SILVER WHEATON CORP 233 5,000 0.00%
145 LAMAR ADVERTISING CO NEW CL A 71 5,000 0.00%
146 HUMANA INC 31 6,000 0.00%
147 WASHINGTON FED INC 180 6,000 0.00%
148 ALIGN TECHNOLOGY INC 65 6,000 0.00%
149 FRONTIER COMMUNICATIONS CORP 1,680 6,000 0.00%
150 USA Technologies Inc 1,316 6,000 0.00%
Page 3 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.