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
251
$2.17M 0.07%
36,350
+464
252
$2.16M 0.07%
20,510
-1,330
253
$2.14M 0.06%
72,818
+4,681
254
$2.13M 0.06%
38,184
+4,050
255
$2.11M 0.06%
22,819
+651
256
$2.09M 0.06%
48,308
+8,253
257
$2.07M 0.06%
8,995
+268
258
$2.07M 0.06%
48,915
+36,532
259
$2.04M 0.06%
77,692
+7,975
260
$2.04M 0.06%
6,595
+1,004
261
$2.04M 0.06%
7,910
+305
262
$2.02M 0.06%
73,367
+8,805
263
$2.01M 0.06%
14,836
+200
264
$1.99M 0.06%
4,238
+150
265
$1.99M 0.06%
66,406
-3,203
266
$1.99M 0.06%
30,441
-609
267
$1.97M 0.06%
3,745
+811
268
$1.96M 0.06%
15,900
+4,668
269
$1.95M 0.06%
75,095
+6,125
270
$1.92M 0.06%
21,382
+2,517
271
$1.91M 0.06%
20,025
272
$1.88M 0.06%
25,512
273
$1.88M 0.06%
+113,142
274
$1.86M 0.06%
+67,383
275
$1.84M 0.06%
39,839
-287
9 10
11
12 13