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
276
$1.84M 0.06%
4,646
+515
277
$1.84M 0.06%
18,534
278
$1.84M 0.06%
10,105
+4,083
279
$1.81M 0.05%
12,880
+6,916
280
$1.78M 0.05%
14,079
-219
281
$1.78M 0.05%
6,328
282
$1.74M 0.05%
8,328
+1,673
283
$1.67M 0.05%
42,154
+3,980
284
$1.65M 0.05%
+50,987
285
$1.65M 0.05%
36,380
286
$1.65M 0.05%
9,551
+684
287
$1.64M 0.05%
11,857
+1,452
288
$1.64M 0.05%
25,675
+4,325
289
$1.64M 0.05%
62,956
+14,946
290
$1.62M 0.05%
87,492
+69,681
291
$1.62M 0.05%
17,668
-1,120
292
$1.59M 0.05%
8,701
+640
293
$1.59M 0.05%
115,831
+28,820
294
$1.58M 0.05%
7,675
+390
295
$1.57M 0.05%
4,048
-523
296
$1.56M 0.05%
13,529
+1,393
297
$1.53M 0.05%
10,802
+711
298
$1.53M 0.05%
11,633
+1,405
299
$1.49M 0.04%
3,222
-18,008
300
$1.49M 0.04%
7,170
-3,623
10 11
12
13 14