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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
XLRESelect Sector Spdr Tr
Recent Activity
New Position
0.01%
$206,465
4,622 shares@ $44.68 avg price
KRKroger Co
Recent Activity
New Position
0.01%
$205,592
3,588 shares@ $57.3 avg price
KNCTInvesco Exchange Traded Fd T
Recent Activity
New Position
0.01%
$204,041
2,000 shares@ $102.03 avg price
SCHMSchwab Strategic Tr
Recent Activity
New Position
0.01%
$203,155
2,445 shares@ $83.09 avg price
PZAInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.01%
$202,691
8,393 shares@ $24.16 avg price
BLNDBlend Labs Inc
Recent Activity
New Position
0.01%
$41,962
11,190 shares@ $3.75 avg price