Evercore Equity Fund (EWMCX)
43.20
+0.32
(+0.75%)
USD |
Oct 26 2026
EWMCX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.15% |
| Stock | 99.66% |
| Bond | 0.23% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.04% |
Market Capitalization
As of September 30, 2026
| Large | 72.72% |
| Mid | 17.44% |
| Small | 9.85% |
Region Exposure
| Americas | 94.93% |
|---|---|
|
North America
|
92.37% |
| United States | 92.37% |
|
Latin America
|
2.56% |
As of September 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.96% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
4.96% |
| Switzerland | 2.90% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.11% |
|---|
Stock Sector Exposure
| Cyclical |
|
40.92% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
17.26% |
| Financials |
|
21.28% |
| Real Estate |
|
2.38% |
| Sensitive |
|
54.25% |
| Communication Services |
|
9.97% |
| Energy |
|
6.28% |
| Industrials |
|
9.17% |
| Information Technology |
|
28.82% |
| Defensive |
|
4.84% |
| Consumer Staples |
|
1.29% |
| Health Care |
|
3.54% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of September 30, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |