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
451
$405K 0.02%
1,793
-249
452
$402K 0.02%
+12,369
453
$402K 0.02%
3,592
-827
454
$402K 0.02%
5,785
+764
455
$402K 0.02%
15,136
-2,780
456
$400K 0.02%
6,980
-182
457
$399K 0.02%
2,846
+631
458
$397K 0.02%
2,163
+229
459
$396K 0.02%
13,426
+1,896
460
$395K 0.02%
+35,027
461
$391K 0.02%
4,326
-1,111
462
$389K 0.02%
1,350
463
$387K 0.02%
15,984
+2,157
464
$387K 0.02%
7,750
-7,350
465
$386K 0.02%
11,532
-8
466
$383K 0.02%
15,948
-50
467
$383K 0.02%
8,396
+152
468
$383K 0.02%
4,139
+481
469
$382K 0.02%
14,032
+1,497
470
$381K 0.02%
12,736
+16
471
$379K 0.02%
5,631
+660
472
$378K 0.02%
25,938
+103
473
$377K 0.02%
2,553
+124
474
$377K 0.02%
1,140
-41
475
$377K 0.02%
5,020
17 18
19
20 21