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Ruth Calaman

Evercore Wealth Management, Llc

Assets Managed
$6.36B
Holdings
418
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-6.8%(2Q avg: -3.33%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Evercore Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 418 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.36B in assets, with a quarterly growth rate of -6.8% and a 2-quarter average growth rate of -3.33%. The portfolio is managed by Ruth Calaman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -4.58%
6.01%
$381.786M
1.504M shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.61%
5.99%
$380.703M
2.183M shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.36%
4.57%
$290.288M
784,201 shares@ $370.17 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -6.88%
4.01%
$254.567M
887,425 shares@ $286.86 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.97%
3.68%
$233.718M
1.122M shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.97%
3.23%
$205.32M
714,008 shares@ $287.57 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -1.78%
3.09%
$195.898M
392,062 shares@ $499.67 avg price
MS
Morgan Stanley
Recent Activity
Decreased -3.22%
3.05%
$193.764M
1.177M shares@ $164.57 avg price
FIX
Comfort Systems Usa Inc
Recent Activity
Decreased -13.48%
2.92%
$185.209M
134,308 shares@ $1379.0 avg price
AZO
Autozone Inc
Recent Activity
Decreased -1.03%
2.74%
$173.702M
51,425 shares@ $3377.78 avg price

1-10 of 418