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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
CFCf Inds Hldgs Inc
Recent Activity
Exited
0%
$301,817
4,072 shares@ $74.13 avg price
EWEdwards Lifesciences Corp
Recent Activity
Exited
0%
$275,910
2,987 shares@ $92.38 avg price
EOSEEos Energy Enterprises Inc
Recent Activity
Exited
0%
$247,650
195,000 shares@ $1.27 avg price
MAINMain Str Cap Corp
Recent Activity
Exited
0%
$236,950
4,693 shares@ $50.5 avg price
RENECartesian Growth Corp Ii
Recent Activity
Exited
0%
$124,002
10,998 shares@ $11.28 avg price
MCRBSeres Therapeutics Inc
Recent Activity
Exited
0%
$18,095
25,000 shares@ $0.73 avg price
DNAGinkgo Bioworks Holdings Inc
Recent Activity
Exited
0%
$7,726
23,111 shares@ $0.34 avg price
6544⤦99 Acquisition Group Inc
Recent Activity
Exited
0%
$2,781
10,300 shares@ $0.27 avg price
6544⤦99 Acquisition Group Inc
Recent Activity
Exited
0%
$340
10,300 shares@ $0.04 avg price