Evercore Equity Fund (EWMCX)
41.76
+0.05
(+0.12%)
USD |
Dec 05 2025
EWMCX Asset Allocations & Exposures
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.39% |
| Stock | 96.18% |
| Bond | 1.47% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.04% |
Market Capitalization
As of October 31, 2025
| Large | 71.59% |
| Mid | 18.43% |
| Small | 9.98% |
Region Exposure
| Americas | 93.91% |
|---|---|
|
North America
|
92.75% |
| United States | 92.75% |
|
Latin America
|
1.17% |
As of October 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.88% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
3.88% |
| Denmark | 1.36% |
| Switzerland | 2.53% |
|
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 | 2.20% |
|---|
Stock Sector Exposure
| Cyclical |
|
43.59% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
17.00% |
| Financials |
|
22.16% |
| Real Estate |
|
4.43% |
| Sensitive |
|
48.23% |
| Communication Services |
|
8.25% |
| Energy |
|
5.15% |
| Industrials |
|
10.72% |
| Information Technology |
|
24.11% |
| Defensive |
|
4.36% |
| Consumer Staples |
|
0.00% |
| Health Care |
|
4.36% |
| Utilities |
|
0.00% |
| Not Classified |
|
3.82% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
3.82% |
As of October 31, 2025
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 | -- |