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
$2.4B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.9M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.05M
5
CRH icon
CRH
CRH
+$7.36M

Top Sells

1
+$18.4M
2
+$8.95M
3
+$7.38M
4
ERIC icon
Ericsson
ERIC
+$5.57M
5
WFG icon
West Fraser Timber
WFG
+$5.02M

Sector Composition

1 Technology 14.27%
2 Energy 9.48%
3 Financials 6.4%
4 Consumer Discretionary 5.69%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$545K 0.02%
3,298
+1,099
377
$534K 0.02%
10,245
+1,381
378
$534K 0.02%
2,097
379
$533K 0.02%
3,096
-56
380
$533K 0.02%
+6,743
381
$531K 0.02%
8,276
+1,517
382
$519K 0.02%
+4,498
383
$519K 0.02%
4,117
+1,637
384
$515K 0.02%
+29,523
385
$515K 0.02%
28,585
+14,119
386
$511K 0.02%
8,025
+195
387
$509K 0.02%
3,223
388
$509K 0.02%
4,453
+207
389
$508K 0.02%
3,056
+2
390
$504K 0.02%
11,650
-308
391
$503K 0.02%
3,633
+1,302
392
$499K 0.02%
6,167
+157
393
$497K 0.02%
32,431
-785
394
$496K 0.02%
5,884
-295
395
$491K 0.02%
36,463
+3,179
396
$491K 0.02%
5,900
397
$487K 0.02%
21,015
+2,434
398
$485K 0.02%
25,635
+336
399
$481K 0.02%
+8,199
400
$480K 0.02%
1,476
+15
14 15
16
17 18