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Ruth Calaman

@Evercore Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$6.667BTotal holdings417
Assets growth rate4.95%Assets growth rate (2-Q avg)2.27%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Evercore Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 417 positions.

Assets under management

The assets under management (AUM) of Evercore Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.667B in assets, with a quarterly growth rate of 4.95% and a 2-quarter average growth rate of 2.27%. The portfolio is managed by Ruth Calaman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.88%
6.17%
$411.095M
1.764M shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.85%
5.64%
$375.969M
873,738 shares@ $430.3 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.59%
4.38%
$291.794M
2.403M shares@ $121.45 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.3%
3.42%
$227.656M
1.222M shares@ $186.34 avg price
BXBlackstone Inc
Recent Activity
Decreased -5.77%
3.39%
$225.397M
1.472M shares@ $153.13 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.97%
3.26%
$216.685M
438,811 shares@ $493.81 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.25%
3.05%
$203.28M
347,677 shares@ $584.69 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.24%
2.85%
$189.62M
467,966 shares@ $405.21 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -1.1%
2.78%
$184.949M
298,994 shares@ $618.58 avg price
AZOAutozone Inc
Recent Activity
Decreased -0.76%
2.74%
$182.359M
57,891 shares@ $3150.05 avg price