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
$2.45B
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$13.1M
3
+$9.28M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$9.26M
5
BWA icon
BorgWarner
BWA
+$8.81M

Top Sells

1
+$52M
2
+$14.2M
3
+$13.6M
4
NUE icon
Nucor
NUE
+$9.46M
5
TM icon
Toyota
TM
+$7.48M

Sector Composition

1 Technology 14.2%
2 Financials 8.86%
3 Energy 8.54%
4 Consumer Discretionary 6.52%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$498K 0.02%
8,660
+130
377
$492K 0.02%
9,802
-512
378
$492K 0.02%
+35,867
379
$492K 0.02%
19,000
380
$490K 0.02%
5,460
+191
381
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2,331
+257
382
$486K 0.02%
7,196
383
$485K 0.02%
18,858
+4,608
384
$481K 0.02%
3,204
385
$480K 0.02%
35,650
386
$480K 0.02%
15,588
+27
387
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13,773
+4,308
388
$472K 0.02%
22,980
+2,295
389
$470K 0.02%
835
+2
390
$466K 0.02%
5,868
+866
391
$463K 0.02%
4,956
-96
392
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1,119
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393
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4,485
-190
394
$455K 0.02%
5,061
395
$453K 0.02%
10,739
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396
$453K 0.02%
7,992
+1,017
397
$448K 0.02%
8,921
-175
398
$446K 0.02%
13,045
+3,750
399
$444K 0.02%
5,435
-103
400
$443K 0.02%
5,682
+191
14 15
16
17 18