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
26
$23.7M 0.71%
332,014
+12,410
27
$23.4M 0.71%
596,807
-11,292
28
$22.2M 0.67%
319,270
+5,517
29
$22.1M 0.66%
505,086
+10,505
30
$20.8M 0.63%
206,941
+56,667
31
$20.7M 0.62%
3,449,530
-239,763
32
$20.6M 0.62%
257,044
+97,485
33
$20.3M 0.61%
41,689
+1,380
34
$20M 0.6%
35,038
+5,037
35
$19.9M 0.6%
32,056
+1,638
36
$19.3M 0.58%
157,529
+25,523
37
$19.2M 0.58%
229,935
+59,529
38
$18.6M 0.56%
169,738
+56,989
39
$18.2M 0.55%
18,373
+285
40
$18.1M 0.54%
32,704
-213
41
$17.7M 0.53%
111,038
+6,901
42
$17.6M 0.53%
1,317,490
+316,762
43
$17.2M 0.52%
3,280,654
-314,474
44
$17M 0.51%
77,871
-9,931
45
$16.9M 0.51%
167,496
+27,262
46
$16.9M 0.51%
141,768
+2,166
47
$16.8M 0.5%
234,854
+6,650
48
$16.3M 0.49%
899,176
+2,621
49
$16.1M 0.48%
58,390
+1,797
50
$16.1M 0.48%
25,899
+2,184
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2
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