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
301
$1.46M 0.04%
6,874
+2,330
302
$1.46M 0.04%
21,217
+5,501
303
$1.46M 0.04%
16,301
-354
304
$1.45M 0.04%
29,410
-328
305
$1.45M 0.04%
23,851
+1,009
306
$1.45M 0.04%
3,310
-15
307
$1.43M 0.04%
5,353
+125
308
$1.42M 0.04%
25,332
+1,147
309
$1.42M 0.04%
5,699
+1,087
310
$1.39M 0.04%
20,092
+1,012
311
$1.39M 0.04%
20,088
+203
312
$1.38M 0.04%
21,929
-1,129
313
$1.36M 0.04%
12,829
+465
314
$1.36M 0.04%
41,328
+2,650
315
$1.34M 0.04%
4,041
-13
316
$1.32M 0.04%
15,034
+818
317
$1.31M 0.04%
1,845
+172
318
$1.3M 0.04%
156,477
+36,329
319
$1.3M 0.04%
3,684
-369
320
$1.27M 0.04%
8,743
+1,950
321
$1.27M 0.04%
35,483
+200
322
$1.26M 0.04%
23,860
323
$1.26M 0.04%
83,255
+15,431
324
$1.26M 0.04%
2,346
+177
325
$1.24M 0.04%
6,590
11 12
13
14 15