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
401
$845K 0.03%
7,868
+327
402
$842K 0.03%
5,645
+141
403
$841K 0.03%
21,885
-3,926
404
$841K 0.03%
3,112
+1,266
405
$840K 0.03%
2,727
+167
406
$836K 0.03%
1,140
+51
407
$831K 0.03%
18,001
+3,076
408
$830K 0.03%
9,206
+161
409
$824K 0.02%
21,210
+3,549
410
$818K 0.02%
16,927
-2,633
411
$812K 0.02%
25,422
+614
412
$810K 0.02%
3,539
-138
413
$809K 0.02%
52,627
+3,204
414
$807K 0.02%
1,575
+155
415
$806K 0.02%
20,819
+10,803
416
$802K 0.02%
4,988
-180
417
$802K 0.02%
18,494
+1,760
418
$798K 0.02%
9,357
-1,109
419
$787K 0.02%
18,231
-1,357
420
$787K 0.02%
12,357
421
$786K 0.02%
3,297
-431
422
$784K 0.02%
6,194
-200
423
$781K 0.02%
23,482
+5,185
424
$779K 0.02%
1,526
+56
425
$776K 0.02%
3,920
+445
15 16
17
18 19