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
476
$625K 0.02%
9,070
+460
477
$624K 0.02%
5,976
-94
478
$621K 0.02%
8,459
-433
479
$616K 0.02%
6,556
+986
480
$615K 0.02%
10,993
+5,541
481
$611K 0.02%
21,202
-4,369
482
$611K 0.02%
39,523
+8,520
483
$611K 0.02%
21,178
+7,801
484
$607K 0.02%
+6,755
485
$607K 0.02%
6,092
+194
486
$604K 0.02%
10,095
487
$604K 0.02%
14,906
+197
488
$603K 0.02%
+203,000
489
$603K 0.02%
2,115
+385
490
$600K 0.02%
5,827
+113
491
$594K 0.02%
20,903
-4,705
492
$593K 0.02%
106,595
+2,190
493
$590K 0.02%
+10,346
494
$588K 0.02%
3,823
+222
495
$584K 0.02%
9,178
-989
496
$582K 0.02%
7,814
-1,160
497
$574K 0.02%
6,647
-1,284
498
$574K 0.02%
22,928
+6,088
499
$573K 0.02%
10,897
+775
500
$572K 0.02%
17,874
-365
18 19
20
21 22