EE
| |
Evercore Equity Fund | EWMCXMutual Fund | |
| Wall Street EWM Funds Trust | |
| Last update 2026-08-13 | 31 Stocks (3 new) |
| Value $526.00 Mil | Turnover 7 % |
Evercore Equity Fund Top Holdings of 2026-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 243,515 | 48,724.9 | 0% | 9.270 | 0% | 0.000 | -4.38% | +20.88% | 5,453,600.4 | Semiconductors | |
FIX | Comfort Systems USA Inc | 13,600 | 26,954.5 | -20.00% | 5.130 | -1.00% | 0.040 | -13.06% | +90.36% | 62,436.9 | Construction | |
AAPL | Apple Inc | 92,960 | 26,898.9 | 0% | 5.120 | 0% | 0.000 | +2.68% | +12.84% | 4,464,797.5 | Hardware | |
GOOG | Alphabet Inc | 74,000 | 26,146.4 | -20.66% | 4.970 | -1.17% | 0.000 | -13.45% | +9.62% | 4,217,290.7 | Interactive Media | |
AMZN | Amazon.com Inc | 99,000 | 23,595.7 | -0.42% | 4.490 | -0.02% | 0.000 | -1.71% | +13.79% | 2,833,025.3 | Retail - Cyclical | |
MS | Morgan Stanley | 108,500 | 22,680.8 | -21.94% | 4.310 | -1.07% | 0.010 | +12.35% | +24.45% | 341,689.9 | Capital Markets | |
MSFT | Microsoft Corp | 60,340 | 22,508.0 | 0% | 4.280 | 0% | 0.000 | +21.26% | +2.89% | 3,678,615.2 | Software | |
JPM | JPMorgan Chase & Co | 64,000 | 20,949.1 | -3.67% | 3.980 | -0.15% | 0.000 | +21.53% | +14.21% | 964,496.3 | Banks | |
WMB | Williams Companies Inc | 277,000 | 20,592.2 | -0.80% | 3.920 | -0.03% | 0.020 | -2.49% | +26.93% | 91,982.2 | Oil & Gas | |
VIK | Viking Holdings Ltd | 187,000 | 19,573.3 | -31.85% | 3.720 | -1.36% | 0.040 | +13.00% | +37.22% | 43,718.9 | Travel & Leisure |
Evercore Equity Fund's Historical Top Holdings Breakdowns
Evercore Equity Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
APH | Amphenol Corp | 2026-06-30 | New Buy New Buy | +2.18% | 119.2 ($143.88) 176.32 | $167.11 | 16.15% | New holding | 65,000 | 65,000 | |
AVGO | Broadcom Inc | 2026-06-30 | New Buy New Buy | +2.16% | 309.51 ($399.5) 481.57 | $392.99 | -1.63% | New holding | 30,000 | 30,000 | |
VIK | Viking Holdings Ltd | 2026-06-30 | Reduce Reduce | -1.36% | 71.48 ($86.32) 104.95 | $97.99 | 13.52% | Reduce -31.85% | 187,000 | -87,375 | |
NOW | ServiceNow Inc | 2026-06-30 | New Buy New Buy | +1.35% | 83 ($99.1) 135.86 | $124.00 | 25.13% | New holding | 71,500 | 71,500 | |
ADBE | Adobe Inc | 2026-06-30 | Sold Out Sold Out | -1.23% | 193.41 ($237) 274.03 | $264.02 | 11.40% | Sold Out | 0 | -23,770 | |
GOOG | Alphabet Inc | 2026-06-30 | Reduce Reduce | -1.17% | 286.86 ($356.27) 399.04 | $343.54 | -3.57% | Reduce -20.66% | 74,000 | -19,265 | |
MELI | MercadoLibre Inc | 2026-06-30 | Sold Out Sold Out | -1.17% | 1546.81 ($1708.09) 1872.12 | $1,844.58 | 7.99% | Sold Out | 0 | -3,180 | |
MS | Morgan Stanley | 2026-06-30 | Reduce Reduce | -1.07% | 164.57 ($197.49) 227.09 | $217.36 | 10.06% | Reduce -21.94% | 108,500 | -30,500 | |
FIX | Comfort Systems USA Inc | 2026-06-30 | Reduce Reduce | -1.00% | 1378.99 ($1807.63) 2066.51 | $1,774.06 | -1.86% | Reduce -20% | 13,600 | -3,400 | |
GNRC | Generac Holdings Inc | 2026-06-30 | Reduce Reduce | -0.33% | 191.1 ($249.59) 295.54 | $219.30 | -12.14% | Reduce -14.29% | 48,000 | -8,000 |
Evercore Equity Fund Total Holding History ($B)
Evercore Equity Fund's Asset Allocation
Evercore Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Evercore Equity Fund's Hypothetical Growth since 2026-06-30
Evercore Equity Fund's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Evercore Equity Fund's Holdings Heat Map
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Evercore Equity Fund's Holdings Bubble Chart
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