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
501
$351K 0.01%
5,053
-273
502
$351K 0.01%
2,018
+67
503
$348K 0.01%
+11,812
504
$347K 0.01%
+3,187
505
$346K 0.01%
3,282
+313
506
$345K 0.01%
+8,480
507
$344K 0.01%
5,272
+97
508
$344K 0.01%
7,000
509
$344K 0.01%
+14,415
510
$340K 0.01%
2,502
+530
511
$339K 0.01%
6,806
+1,152
512
$339K 0.01%
13,137
+691
513
$339K 0.01%
2,611
+294
514
$339K 0.01%
2,065
+225
515
$339K 0.01%
+3,107
516
$336K 0.01%
9,864
+1,426
517
$334K 0.01%
733
-83
518
$334K 0.01%
4,419
519
$334K 0.01%
11,592
+2,050
520
$334K 0.01%
10,159
521
$333K 0.01%
19,326
522
$330K 0.01%
8,554
+705
523
$329K 0.01%
3,199
+146
524
$328K 0.01%
1,366
+173
525
$328K 0.01%
4,606
+212
19 20
21
22 23