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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
BIPBrookfield Infrast Partners
Recent Activity
New Position
0.01%
$241,636
6,896 shares@ $35.05 avg price
NOCNorthrop Grumman Corp
Recent Activity
New Position
0.01%
$230,238
436 shares@ $528.07 avg price
COLBColumbia Bkg Sys Inc
Recent Activity
New Position
0.01%
$225,773
8,647 shares@ $26.11 avg price
SOLVSolventum Corp
Recent Activity
New Position
0.01%
$217,666
3,122 shares@ $69.73 avg price
CTASCintas Corp
Recent Activity
New Position
0.01%
$215,762
1,048 shares@ $205.88 avg price
ACUAcme Utd Corp
Recent Activity
New Position
0.01%
$212,364
5,100 shares@ $41.64 avg price
METMetlife Inc
Recent Activity
New Position
0.01%
$211,974
2,570 shares@ $82.49 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.01%
$209,866
2,598 shares@ $80.78 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$207,317
4,195 shares@ $49.43 avg price
AGGIshares Tr
Recent Activity
New Position
0.01%
$207,097
2,045 shares@ $101.27 avg price