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
426
$774K 0.02%
107,255
-25,545
427
$770K 0.02%
2,473
+745
428
$762K 0.02%
8,673
+1,865
429
$757K 0.02%
20,250
-270
430
$755K 0.02%
3,566
431
$746K 0.02%
+41,576
432
$740K 0.02%
10,446
+560
433
$739K 0.02%
6,991
-192
434
$736K 0.02%
2,097
435
$734K 0.02%
+11,565
436
$730K 0.02%
15,593
-1,366
437
$729K 0.02%
2,667
+341
438
$719K 0.02%
32,080
-6,092
439
$718K 0.02%
14,631
+5,894
440
$713K 0.02%
2,893
+567
441
$711K 0.02%
5,455
+289
442
$710K 0.02%
17,103
+130
443
$707K 0.02%
46,617
+18,287
444
$707K 0.02%
9,742
+280
445
$705K 0.02%
2,880
+23
446
$702K 0.02%
66,130
-182
447
$693K 0.02%
3,845
+230
448
$690K 0.02%
139,490
-20,910
449
$688K 0.02%
4,748
+328
450
$687K 0.02%
7,477
+596
16 17
18
19 20