Evercore Equity Fund (EWMCX)
43.87
+0.45
(+1.04%)
USD |
Oct 06 2026
EWMCX Asset Allocations & Exposures
Asset Allocation
As of August 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.07% |
| Stock | 99.90% |
| Bond | 0.09% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.06% |
Market Capitalization
As of August 31, 2026
| Large | 72.65% |
| Mid | 17.11% |
| Small | 10.24% |
Region Exposure
| Americas | 94.85% |
|---|---|
|
North America
|
92.13% |
| United States | 92.13% |
|
Latin America
|
2.72% |
As of August 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.14% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
5.14% |
| Switzerland | 2.92% |
|
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 | 0.01% |
|---|
Stock Sector Exposure
| Cyclical |
|
43.05% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
17.77% |
| Financials |
|
22.68% |
| Real Estate |
|
2.60% |
| Sensitive |
|
52.34% |
| Communication Services |
|
9.71% |
| Energy |
|
6.55% |
| Industrials |
|
8.80% |
| Information Technology |
|
27.28% |
| Defensive |
|
4.45% |
| Consumer Staples |
|
1.33% |
| Health Care |
|
3.12% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of August 31, 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 | -- |