ECM
Evergreen Capital Management Portfolio holdings
AUM
$4.2B
1-Year Est. Return
18.06%
1 Year Est. Return
+18.06%
AUM
$3.32B
AUM Growth
+$344M
(+12%)
Holding
1,264
Top Buys
| 1 | +$36.6M | |
| 2 | +$13.5M | |
| 3 | +$12.3M | |
| 4 |
PACCAR
PCAR
|
+$9.82M |
| 5 |
Dow Inc
DOW
|
+$9.77M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$8.44M | |
| 3 | +$8.34M | |
| 4 |
Becton Dickinson
BDX
|
+$7.24M |
| 5 |
HP
HPQ
|
+$5.25M |
Sector Composition
| 1 | Technology | 15.51% |
| 2 | Financials | 7.65% |
| 3 | Energy | 6.99% |
| 4 | Industrials | 6.4% |
| 5 | Communication Services | 4.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Philip Morris
PM
$239B
| $2.78M | 0.08% |
15,174
+526
|
|
||
227
Intuitive Surgical
ISRG
$199B
| $2.74M | 0.08% |
5,038
+750
|
|
||
228
VanEck Gold Miners ETF
GDX
$21B
| $2.72M | 0.08% |
52,248
-990
|
|
||
229
Coca-Cola
KO
$303B
| $2.71M | 0.08% |
38,050
-1,133
|
|
||
230
Applovin
APP
$210B
| $2.69M | 0.08% |
7,678
+5,179
|
|
||
231
Gilead Sciences
GILD
$148B
| $2.67M | 0.08% |
24,072
+3,393
|
|
||
232
Eaton
ETN
$145B
| $2.62M | 0.08% |
7,347
-260
|
|
||
|
PARA
233
DELISTED
Paramount Global Class B
PARA
| $2.57M | 0.08% |
198,515
-10,786
|
|
||
234
InMode
INMD
$913M
| $2.56M | 0.08% |
177,048
-3,839
|
|
||
235
iShares MSCI KLD 400 Social ETF
DSI
$4.99B
| $2.54M | 0.08% |
21,909
-260
|
|
||
236
Comcast
CMCSA
$99.7B
| $2.54M | 0.08% |
71,105
+3,168
|
|
||
237
Viper Energy
VNOM
$6.34B
| $2.49M | 0.07% |
65,333
+678
|
|
||
238
iShares MSCI Hong Kong ETF
EWH
$749M
| $2.48M | 0.07% |
124,720
+7,160
|
|
||
239
McKesson
MCK
$105B
| $2.45M | 0.07% |
3,339
+1
|
|
||
240
Applied Materials
AMAT
$183B
| $2.43M | 0.07% |
13,296
+2,421
|
|
||
241
Wells Fargo
WFC
$270B
| $2.41M | 0.07% |
30,038
+465
|
|
||
242
TC Energy
TRP
$54.4B
| $2.4M | 0.07% |
49,268
+3,550
|
|
||
243
AstraZeneca
AZN
$262B
| $2.34M | 0.07% |
33,472
+9,763
|
|
||
244
Amgen
AMGN
$172B
| $2.31M | 0.07% |
8,280
-1,032
|
|
||
245
Honeywell
HON
$123B
| $2.31M | 0.07% |
9,913
|
|
||
246
PIMCO Dynamic Income Fund
PDI
$7.68B
| $2.26M | 0.07% |
117,557
-2,233
|
|
||
247
Bank of New York Mellon
BK
$76.5B
| $2.24M | 0.07% |
24,569
+1,685
|
|
||
248
iShares Russell 1000 Growth ETF
IWF
$123B
| $2.21M | 0.07% |
5,199
|
|
||
249
iShares Gold Trust
IAU
$60.9B
| $2.2M | 0.07% |
35,269
-250
|
|
||
250
3M
MMM
$87.6B
| $2.17M | 0.07% |
14,246
+477
|
|