EE
| |
Evercore Equity Fund | EWMCXMutual Fund | |
| Wall Street EWM Funds Trust | |
| Last update 2025-06-23 | 35 Stocks (3 new) |
| Value $448.00 Mil | Turnover 7 % |
Evercore Equity Fund Top Holdings of 2025-03-31
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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 | 238,300 | 25,827.0 | +12.64% | 5.770 | +0.65% | 0.000 | +68.92% | +24.40% | 4,072,965.9 | Semiconductors | |
AAPL | Apple Inc | 104,180 | 23,141.5 | 0% | 5.170 | 0% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MSFT | Microsoft Corp | 58,350 | 21,904.0 | 0% | 4.890 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
MA | Mastercard Inc | 35,505 | 19,461.0 | 0% | 4.350 | 0% | 0.000 | +6.10% | +6.58% | 507,400.0 | Credit Services | |
AMZN | Amazon.com Inc | 97,290 | 18,510.4 | 0% | 4.140 | 0% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 74,515 | 18,278.5 | 0% | 4.080 | 0% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks | |
WMB | Williams Companies Inc | 303,245 | 18,121.9 | 0% | 4.050 | 0% | 0.020 | -0.62% | +7.84% | 70,036.9 | Oil & Gas | |
UNH | UnitedHealth Group Inc | 30,790 | 16,126.3 | 0% | 3.600 | 0% | 0.000 | -32.78% | -42.99% | 258,653.0 | Healthcare Plans | |
AZO | AutoZone Inc | 4,065 | 15,499.0 | -19.74% | 3.460 | -0.68% | 0.020 | +2.58% | +17.85% | 63,129.3 | Vehicles & Parts | |
MS | Morgan Stanley | 129,195 | 15,073.2 | 0% | 3.370 | 0% | 0.010 | +27.89% | +13.03% | 223,783.9 | Capital Markets |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
PGR | Progressive Corp | 2025-03-31 | New Buy New Buy | +2.21% | 235.61 ($261.55) 291.22 | $247.37 | -5.42% | New holding | 35,000 | 35,000 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +1.79% | 63.17 ($72.04) 81.49 | $91.79 | 27.42% | New holding | 110,000 | 110,000 | |
ABT | Abbott Laboratories | 2025-03-31 | Sold Out Sold Out | -1.75% | 111.1 ($127.27) 140.22 | $125.73 | -1.21% | Sold Out | 0 | -73,210 | |
MCD | McDonald's Corp | 2025-03-31 | Sold Out Sold Out | -1.74% | 279.74 ($299.1) 321.29 | $299.17 | 0.02% | Sold Out | 0 | -28,270 | |
FIX | Comfort Systems USA Inc | 2025-03-31 | New Buy New Buy | +1.37% | 313.26 ($403.31) 550.27 | $532.14 | 31.94% | New holding | 19,000 | 19,000 | |
BWA | BorgWarner Inc | 2025-03-31 | Sold Out Sold Out | -1.18% | 27.78 ($30.33) 32.9 | $35.35 | 16.55% | Sold Out | 0 | -175,675 | |
CE | Celanese Corp | 2025-03-31 | Sold Out Sold Out | -1.03% | 47.02 ($62.46) 74.12 | $58.74 | -5.96% | Sold Out | 0 | -69,960 | |
AZO | AutoZone Inc | 2025-03-31 | Reduce Reduce | -0.68% | 3193.96 ($3450.47) 3828.11 | $3,773.71 | 9.37% | Reduce -19.74% | 4,065 | -1,000 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.65% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Add 12.64% | 238,300 | 26,750 | |
CROX | Crocs Inc | 2025-03-31 | Add Add | +0.40% | 88.83 ($103.63) 112.59 | $106.31 | 2.59% | Add 17.72% | 112,915 | 17,000 |
Evercore Equity Fund Total Holding History ($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 2025-03-31
Evercore Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Evercore Equity Fund's Holdings Heat Map
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Evercore Equity Fund's Holdings Bubble Chart
Evercore Equity Fund News
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