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
501
$572K 0.02%
7,701
+115
502
$571K 0.02%
6,644
+1,581
503
$570K 0.02%
3,450
-175
504
$570K 0.02%
3,269
+42
505
$569K 0.02%
6,552
-876
506
$568K 0.02%
2,012
-13,537
507
$567K 0.02%
3,411
+46
508
$565K 0.02%
4,545
-163
509
$561K 0.02%
4,236
-103
510
$560K 0.02%
5,025
-262
511
$559K 0.02%
14,922
-1,896
512
$559K 0.02%
17,728
-705
513
$558K 0.02%
7,606
+448
514
$558K 0.02%
2,325
+12
515
$557K 0.02%
6,184
+2,578
516
$555K 0.02%
3,420
+1,444
517
$554K 0.02%
6,686
+1,625
518
$554K 0.02%
3,785
+2,173
519
$554K 0.02%
2,207
+365
520
$552K 0.02%
+7,018
521
$551K 0.02%
17,709
+202
522
$548K 0.02%
40,823
-2,662
523
$543K 0.02%
127,778
+3,038
524
$542K 0.02%
1,433
-49
525
$542K 0.02%
7,841
-12,721
19 20
21
22 23