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
451
$686K 0.02%
7,008
+53
452
$685K 0.02%
9,046
+83
453
$681K 0.02%
4,053
+14
454
$680K 0.02%
4,164
-423
455
$679K 0.02%
+14,577
456
$675K 0.02%
11,611
-420
457
$675K 0.02%
29,372
-2,087
458
$673K 0.02%
2,426
+60
459
$671K 0.02%
4,000
+10
460
$670K 0.02%
+100,696
461
$656K 0.02%
5,611
+408
462
$655K 0.02%
2,030
+455
463
$655K 0.02%
3,004
+82
464
$652K 0.02%
42,239
+16,008
465
$651K 0.02%
3,547
+14
466
$649K 0.02%
5,096
+5
467
$648K 0.02%
62,530
+10,591
468
$646K 0.02%
15,300
-194
469
$645K 0.02%
51,870
-350
470
$644K 0.02%
3,455
+257
471
$643K 0.02%
3,281
472
$643K 0.02%
19,824
+3,874
473
$634K 0.02%
29,949
+15
474
$633K 0.02%
5,643
+684
475
$627K 0.02%
21,468
+4,512
17 18
19
20 21