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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
POOLPool Corp
Recent Activity
Exited
0%
$43.009M
139,945 shares@ $307.34 avg price
IJJIshares Tr
Recent Activity
Exited
0%
$806,133
7,105 shares@ $113.46 avg price
RPGInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$610,691
16,390 shares@ $37.26 avg price
SCHOSchwab Strategic Tr
Recent Activity
Exited
0%
$465,706
9,676 shares@ $48.14 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$464,274
436 shares@ $1064.85 avg price
IJKIshares Tr
Recent Activity
Exited
0%
$453,855
5,151 shares@ $88.12 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$417,443
2,775 shares@ $150.43 avg price
SPTISpdr Ser Tr
Recent Activity
Exited
0%
$348,401
12,434 shares@ $28.03 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$342,773
6,820 shares@ $50.26 avg price
DBCInvesco Db Commdy Indx Trck
Recent Activity
Exited
0%
$325,220
14,000 shares@ $23.23 avg price