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
376
$946K 0.03%
1,928
+26
377
$944K 0.03%
1,054
+45
378
$931K 0.03%
6,981
+823
379
$925K 0.03%
2,289
+323
380
$922K 0.03%
10,969
+1,322
381
$920K 0.03%
8,683
+319
382
$919K 0.03%
16,914
+2,490
383
$911K 0.03%
11,466
-330
384
$910K 0.03%
10,725
+2,500
385
$908K 0.03%
9,176
+1,262
386
$903K 0.03%
36,174
-5,379
387
$895K 0.03%
71,248
+60,538
388
$893K 0.03%
3,032
+31
389
$892K 0.03%
8,715
+137
390
$887K 0.03%
15,202
+1,263
391
$877K 0.03%
56,135
+593
392
$868K 0.03%
6,807
+989
393
$864K 0.03%
1,697
+196
394
$863K 0.03%
10,726
+214
395
$862K 0.03%
8,761
-373
396
$860K 0.03%
13,737
+5,661
397
$854K 0.03%
4,221
-56
398
$851K 0.03%
6,599
-51
399
$848K 0.03%
6,559
+61
400
$846K 0.03%
9,426
-282
14 15
16
17 18