Evercore Equity Fund

Fund Profile

Fund profile

Tickers

EWMCX

Fund manager

Wall Street EWM Funds Trust

Total assets

$481.12 mm

Liabilities

$435.75 k

Net assets

$480.69 mm

Number of holdings

37.00

37 Holdings

As of Dec 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
NVDA NVIDIA Corporation	28.41 mm	211.55 k shares	5.91	Common equity	Long	USA
AAPL Apple Inc.	26.09 mm	104.18 k shares	5.43	Common equity	Long	USA
MSFT Microsoft Corporation	24.59 mm	58.35 k shares	5.12	Common equity	Long	USA
AMZN Amazon.com, Inc.	21.34 mm	97.29 k shares	4.44	Common equity	Long	USA
MA Mastercard Incorporated	18.70 mm	35.51 k shares	3.89	Common equity	Long	USA
GOOG Alphabet Inc.	18.10 mm	95.02 k shares	3.76	Common equity	Long	USA
JPM JPMorgan Chase & Co.	17.86 mm	74.52 k shares	3.72	Common equity	Long	USA
WMB The Williams Companies, Inc.	16.41 mm	303.25 k shares	3.41	Common equity	Long	USA
MS Morgan Stanley	16.24 mm	129.20 k shares	3.38	Common equity	Long	USA
AZO AutoZone, Inc.	16.22 mm	5.07 k shares	3.37	Common equity	Long	USA
HD The Home Depot, Inc.	15.81 mm	40.64 k shares	3.29	Common equity	Long	USA
UNH UnitedHealth Group Incorporated	15.58 mm	30.79 k shares	3.24	Common equity	Long	USA
BX Blackstone Inc.	14.49 mm	84.06 k shares	3.02	Common equity	Long	USA
TMO Thermo Fisher Scientific Inc.	13.86 mm	26.64 k shares	2.88	Common equity	Long	USA
CBRE CBRE Group, Inc.	12.74 mm	97.00 k shares	2.65	Common equity	Long	USA
CB Chubb Limited	12.70 mm	45.96 k shares	2.64	Common equity	Long	Switzerland
ACN Accenture plc	12.08 mm	34.33 k shares	2.51	Common equity	Long	Ireland
BLK BlackRock, Inc.	11.93 mm	11.64 k shares	2.48	Common equity	Long	USA
TJX The TJX Companies, Inc.	11.35 mm	93.93 k shares	2.36	Common equity	Long	USA
BLDR Builders FirstSource, Inc.	11.16 mm	78.08 k shares	2.32	Common equity	Long	USA
CDW CDW Corporation	10.87 mm	62.49 k shares	2.26	Common equity	Long	USA
CROX Crocs, Inc.	10.51 mm	95.92 k shares	2.19	Common equity	Long	USA
EOG EOG Resources, Inc.	10.18 mm	83.03 k shares	2.12	Common equity	Long	USA
VIK Viking Holdings Ltd	9.36 mm	212.50 k shares	1.95	Common equity	Long	Bermuda
STZ Constellation Brands, Inc.	9.12 mm	41.25 k shares	1.90	Common equity	Long	USA
GNRC Generac Holdings Inc.	9.09 mm	58.60 k shares	1.89	Common equity	Long	USA
Invesco Government & Agency Portfolio	8.89 mm	8.89 mm shares	1.85	Short-term investment vehicle	Long	USA
ADBE Adobe Inc.	8.79 mm	19.76 k shares	1.83	Common equity	Long	USA
AMT American Tower Corporation	8.69 mm	47.40 k shares	1.81	Common equity	Long	USA
FI Fiserv, Inc.	8.63 mm	42.00 k shares	1.79	Common equity	Long	USA
ANSS ANSYS, Inc.	8.50 mm	25.20 k shares	1.77	Common equity	Long	USA
GOOG Alphabet Inc.	8.49 mm	44.83 k shares	1.77	Common equity	Long	USA
ABT Abbott Laboratories	8.28 mm	73.21 k shares	1.72	Common equity	Long	USA
MCD McDonald's Corporation	8.20 mm	28.27 k shares	1.70	Common equity	Long	USA
NVO Novo Nordisk A/S	7.27 mm	84.50 k shares	1.51	Common equity	Long	Denmark
BWA BorgWarner Inc.	5.58 mm	175.68 k shares	1.16	Common equity	Long	USA
CE Celanese Corporation	4.84 mm	69.96 k shares	1.01	Common equity	Long	USA