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ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$25M
3
+$9.47M
4
WM icon
Waste Management
WM
+$9.41M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.2M

Top Sells

1
+$21.2M
2
+$16M
3
+$12.3M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$11M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$9.31M

Sector Composition

1 Technology 13.29%
2 Energy 6.49%
3 Consumer Discretionary 5.91%
4 Communication Services 5.71%
5 Financials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-38,086
427
– –
-3,282
428
– –
-18,507
429
– –
-99,703
430
– –
-14,248
431
– –
-12,786
432
– –
-8,325
433
– –
-2,805
434
– –
-14,438
435
– –
-40,276
14 15 16 17
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