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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
CBRECbre Group Inc
Recent Activity
Decreased -1.6%
2.21%
$146.749M
1.179M shares@ $124.48 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.12%
2.08%
$138.355M
656,148 shares@ $210.87 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -1.28%
2.08%
$138.069M
390,598 shares@ $353.48 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.4%
2.03%
$134.945M
813,654 shares@ $165.86 avg price
MSMorgan Stanley
Recent Activity
Decreased -0.72%
2.01%
$133.718M
1.283M shares@ $104.24 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.65%
1.96%
$130.399M
283,316 shares@ $460.26 avg price
CBChubb Limited
Recent Activity
Decreased -1.21%
1.96%
$130.044M
450,931 shares@ $288.39 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -2.01%
1.91%
$127.043M
2.783M shares@ $45.66 avg price
CDWCdw Corp
Recent Activity
Decreased -0.79%
1.82%
$121.323M
536,117 shares@ $226.3 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -2.12%
1.57%
$104.366M
448,770 shares@ $232.57 avg price