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
326
$1.24M 0.04%
5,212
+429
327
$1.23M 0.04%
7,309
+884
328
$1.23M 0.04%
50,014
+166
329
$1.23M 0.04%
1,600
+432
330
$1.23M 0.04%
29,230
+9,308
331
$1.21M 0.04%
49,360
+6
332
$1.18M 0.04%
4,272
-175
333
$1.18M 0.04%
+42,068
334
$1.18M 0.04%
2,649
-149
335
$1.18M 0.04%
11,198
-520
336
$1.17M 0.04%
2,211
+115
337
$1.17M 0.04%
7,466
-145
338
$1.16M 0.04%
22,231
-429
339
$1.15M 0.03%
5,720
+43
340
$1.14M 0.03%
3,759
341
$1.14M 0.03%
23,777
+10,539
342
$1.14M 0.03%
8,740
-244
343
$1.13M 0.03%
10,281
-461
344
$1.13M 0.03%
2,774
-201
345
$1.13M 0.03%
14,047
+7
346
$1.12M 0.03%
18,233
347
$1.12M 0.03%
24,382
+6,264
348
$1.09M 0.03%
21,055
+5,583
349
$1.09M 0.03%
19,864
+1,695
350
$1.08M 0.03%
27,091
+16,470
12 13
14
15 16