ECM

Evergreen Capital Management Portfolio holdings

AUM $4.47B
1-Year Est. Return 21.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,264
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$14.9M
3
+$12.2M
4
DOW icon
Dow Inc
DOW
+$10.7M
5
PCAR icon
PACCAR
PCAR
+$9.54M

Top Sells

1
+$10.3M
2
+$8.43M
3
+$7.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.6M
5
HPQ icon
HP
HPQ
+$5.42M

Sector Composition

1 Technology 15.5%
2 Financials 7.65%
3 Energy 6.99%
4 Industrials 6.41%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.78M 0.08%
15,174
+526
227
$2.74M 0.08%
5,038
+750
228
$2.72M 0.08%
52,248
-990
229
$2.71M 0.08%
38,050
-1,133
230
$2.69M 0.08%
7,678
+5,179
231
$2.67M 0.08%
24,072
+3,393
232
$2.62M 0.08%
7,347
-260
233
$2.57M 0.08%
198,515
-10,786
234
$2.56M 0.08%
177,048
-3,839
235
$2.54M 0.08%
21,909
-260
236
$2.54M 0.08%
71,105
+3,168
237
$2.49M 0.08%
65,333
+678
238
$2.48M 0.07%
124,720
+7,160
239
$2.45M 0.07%
3,339
+1
240
$2.43M 0.07%
13,296
+2,421
241
$2.41M 0.07%
30,038
+465
242
$2.4M 0.07%
49,268
+3,550
243
$2.34M 0.07%
33,472
+9,763
244
$2.31M 0.07%
8,280
-1,032
245
$2.31M 0.07%
9,913
246
$2.26M 0.07%
117,557
-2,233
247
$2.24M 0.07%
24,569
+1,685
248
$2.21M 0.07%
5,199
249
$2.2M 0.07%
35,269
-250
250
$2.17M 0.07%
14,246
+477
8 9
10
11 12