Evercore Equity Fund

Fund Profile

Fund profile

Tickers

EWMCX

Fund manager

Wall Street EWM Funds Trust

Total assets

$488.11 mm

Liabilities

$385.06 k

Net assets

$487.73 mm

Number of holdings

36.00

36 Holdings

As of Sep 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
NVDA NVIDIA Corporation	25.69 mm	211.55 k shares	5.27	Common equity	Long	USA
MSFT Microsoft Corporation	25.11 mm	58.35 k shares	5.15	Common equity	Long	USA
AAPL Apple Inc.	24.27 mm	104.18 k shares	4.98	Common equity	Long	USA
AMZN Amazon.com, Inc.	18.13 mm	97.29 k shares	3.72	Common equity	Long	USA
UNH UnitedHealth Group Incorporated	18.00 mm	30.79 k shares	3.69	Common equity	Long	USA
MA Mastercard Incorporated	17.53 mm	35.51 k shares	3.59	Common equity	Long	USA
Invesco Government & Agency Portfolio	17.10 mm	17.10 mm shares	3.51	Short-term investment vehicle	Long	USA
TMO Thermo Fisher Scientific Inc.	16.48 mm	26.64 k shares	3.38	Common equity	Long	USA
HD The Home Depot, Inc.	16.47 mm	40.64 k shares	3.38	Common equity	Long	USA
CBRE CBRE Group, Inc.	16.10 mm	129.32 k shares	3.30	Common equity	Long	USA
AZO AutoZone, Inc.	15.95 mm	5.07 k shares	3.27	Common equity	Long	USA
GOOG Alphabet Inc.	15.89 mm	95.02 k shares	3.26	Common equity	Long	USA
JPM JPMorgan Chase & Co.	15.71 mm	74.52 k shares	3.22	Common equity	Long	USA
BLDR Builders FirstSource, Inc.	15.14 mm	78.08 k shares	3.10	Common equity	Long	USA
BX Blackstone Inc.	15.02 mm	98.06 k shares	3.08	Common equity	Long	USA
CDW CDW Corporation	14.14 mm	62.49 k shares	2.90	Common equity	Long	USA
WMB The Williams Companies, Inc.	13.84 mm	303.25 k shares	2.84	Common equity	Long	USA
MS Morgan Stanley	13.47 mm	129.20 k shares	2.76	Common equity	Long	USA
CROX Crocs, Inc.	12.62 mm	87.17 k shares	2.59	Common equity	Long	USA
ACN Accenture plc	12.13 mm	34.33 k shares	2.49	Common equity	Long	Ireland
CB Chubb Limited	12.10 mm	41.96 k shares	2.48	Common equity	Long	Switzerland
BLK BlackRock, Inc.	11.05 mm	11.64 k shares	2.27	Common equity	Long	USA
MCD McDonald's Corporation	11.04 mm	36.27 k shares	2.26	Common equity	Long	USA
TJX The TJX Companies, Inc.	11.04 mm	93.93 k shares	2.26	Common equity	Long	USA
STZ Constellation Brands, Inc.	10.63 mm	41.25 k shares	2.18	Common equity	Long	USA
ADBE Adobe Inc.	10.23 mm	19.76 k shares	2.10	Common equity	Long	USA
EOG EOG Resources, Inc.	10.21 mm	83.03 k shares	2.09	Common equity	Long	USA
NVO Novo Nordisk A/S	10.06 mm	84.50 k shares	2.06	Common equity	Long	Denmark
AMT American Tower Corporation	9.74 mm	41.90 k shares	2.00	Common equity	Long	USA
CE Celanese Corporation	9.51 mm	69.96 k shares	1.95	Common equity	Long	USA
ABT Abbott Laboratories	8.35 mm	73.21 k shares	1.71	Common equity	Long	USA
GNRC Generac Holdings Inc.	8.04 mm	50.60 k shares	1.65	Common equity	Long	USA
ANSS ANSYS, Inc.	8.03 mm	25.20 k shares	1.65	Common equity	Long	USA
GOOG Alphabet Inc.	7.43 mm	44.83 k shares	1.52	Common equity	Long	USA
BWA BorgWarner Inc.	6.38 mm	175.68 k shares	1.31	Common equity	Long	USA
CVX Chevron Corporation	5.23 mm	35.49 k shares	1.07	Common equity	Long	USA