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
401
$480K 0.02%
2,581
+316
402
$478K 0.02%
5,738
+422
403
$477K 0.02%
16,915
404
$476K 0.02%
16,796
-276
405
$474K 0.02%
4,157
+772
406
$474K 0.02%
2,731
+154
407
$473K 0.02%
13,520
+5,520
408
$472K 0.02%
7,330
+1,580
409
$472K 0.02%
9,432
+1,734
410
$470K 0.02%
3,213
-9
411
$469K 0.02%
14,734
+2,515
412
$466K 0.02%
+4,166
413
$464K 0.02%
2,779
+69
414
$464K 0.02%
6,376
+468
415
$463K 0.02%
20,117
+7,903
416
$453K 0.02%
29,918
-254,136
417
$451K 0.02%
+1,989
418
$449K 0.02%
1,010
+267
419
$449K 0.02%
453,150
-348,064
420
$446K 0.02%
10,216
+2,458
421
$446K 0.02%
60,475
+15,199
422
$445K 0.02%
5,100
+107
423
$442K 0.02%
1,283
-99
424
$442K 0.02%
3,573
-1,291
425
$440K 0.02%
21,697
-375
15 16
17
18 19