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
351
$1.08M 0.03%
21,635
+632
352
$1.07M 0.03%
119,786
+75,536
353
$1.05M 0.03%
35,825
354
$1.05M 0.03%
12,966
+133
355
$1.05M 0.03%
1,960
-22
356
$1.03M 0.03%
2,060
+140
357
$1.02M 0.03%
15,093
+745
358
$1.02M 0.03%
21,279
+5,561
359
$1.01M 0.03%
9,062
+6,571
360
$1.01M 0.03%
14,592
+9,074
361
$1.01M 0.03%
5,877
-42,028
362
$1.01M 0.03%
9,608
-10,874
363
$1.01M 0.03%
10,359
-2,904
364
$997K 0.03%
4,776
-157
365
$988K 0.03%
5,085
366
$979K 0.03%
14,487
+1,230
367
$979K 0.03%
8,232
+77
368
$972K 0.03%
3,397
369
$968K 0.03%
28,618
-1,570
370
$965K 0.03%
46,250
+34,950
371
$958K 0.03%
5,558
-152
372
$958K 0.03%
13,552
373
$950K 0.03%
43,446
+3,229
374
$948K 0.03%
4,252
+359
375
$947K 0.03%
9,123
+341
13 14
15
16 17