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
476
$376K 0.02%
6,246
+190
477
$376K 0.02%
24,753
-116
478
$373K 0.02%
770
+36
479
$372K 0.02%
10,330
480
$372K 0.02%
10,344
+1,444
481
$372K 0.02%
2,992
+84
482
$370K 0.02%
+11,315
483
$369K 0.02%
+5,885
484
$368K 0.02%
+11,394
485
$368K 0.02%
3,155
-119
486
$367K 0.02%
4,220
487
$366K 0.02%
6,932
-5,000
488
$366K 0.02%
3,844
+77
489
$366K 0.02%
3,653
+182
490
$364K 0.02%
1,970
+58
491
$360K 0.02%
3,695
-5
492
$359K 0.02%
3,281
-353
493
$359K 0.02%
1,745
-53
494
$355K 0.01%
6,786
-509
495
$355K 0.01%
3,764
496
$353K 0.01%
1,706
+259
497
$351K 0.01%
4,219
-6
498
$351K 0.01%
9,109
-1,123
499
$351K 0.01%
648
+16
500
$351K 0.01%
10,196
+3,006
18 19
20
21 22