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
426
$437K 0.02%
14,392
+7,242
427
$436K 0.02%
5,101
-2,113
428
$433K 0.02%
5,953
429
$432K 0.02%
17,172
+7,797
430
$431K 0.02%
5,102
-157
431
$430K 0.02%
12,093
-15
432
$430K 0.02%
4,483
+328
433
$429K 0.02%
4,499
+153
434
$428K 0.02%
49,803
-1,505
435
$425K 0.02%
7,391
+191
436
$423K 0.02%
3,043
+48
437
$417K 0.02%
6,182
+1,190
438
$417K 0.02%
13,177
+3,736
439
$416K 0.02%
5,000
440
$416K 0.02%
5,395
-71
441
$412K 0.02%
6,296
+474
442
$412K 0.02%
7,291
+69
443
$411K 0.02%
4,552
+258
444
$411K 0.02%
17,052
+472
445
$411K 0.02%
12,376
+2,356
446
$410K 0.02%
5,041
+56
447
$409K 0.02%
13,485
-283
448
$407K 0.02%
3,359
449
$406K 0.02%
3,591
-209
450
$406K 0.02%
1,337
+3
16 17
18
19 20