test

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
CRLCharles Riv Labs Intl Inc
Recent Activity
New Position
0.02%
$984,850
5,000 shares@ $196.97 avg price
GDXVaneck Etf Trust
Recent Activity
New Position
0.01%
$437,542
10,988 shares@ $39.82 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.01%
$418,997
2,775 shares@ $150.99 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$402,351
12,476 shares@ $32.25 avg price
JAAAJanus Detroit Str Tr
Recent Activity
New Position
0.01%
$305,280
6,000 shares@ $50.88 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.01%
$297,203
1,143 shares@ $260.03 avg price
SIVRAbrdn Silver Etf Trust
Recent Activity
New Position
0.01%
$282,625
9,500 shares@ $29.75 avg price
IUSBIshares Tr
Recent Activity
New Position
0.01%
$273,814
5,811 shares@ $47.12 avg price
USMVIshares Tr
Recent Activity
New Position
0.01%
$269,821
2,955 shares@ $91.31 avg price
NVRNvr Inc
Recent Activity
New Position
0.01%
$245,295
25 shares@ $9811.8 avg price