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
526
$327K 0.01%
32,815
+11,683
527
$325K 0.01%
+15,927
528
$324K 0.01%
2,786
-50
529
$323K 0.01%
17,307
+884
530
$322K 0.01%
86,766
-6,634
531
$320K 0.01%
+3,537
532
$317K 0.01%
+12,574
533
$316K 0.01%
4,167
+584
534
$314K 0.01%
1,459
-157
535
$314K 0.01%
2,351
+279
536
$313K 0.01%
4,714
-3,740
537
$310K 0.01%
3,258
-54
538
$308K 0.01%
6,156
-39
539
$308K 0.01%
4,005
+632
540
$306K 0.01%
+11,312
541
$305K 0.01%
+1,014
542
$305K 0.01%
64,003
-1,350
543
$305K 0.01%
1,601
+42
544
$305K 0.01%
8,595
+801
545
$304K 0.01%
3,640
+358
546
$304K 0.01%
2,836
547
$304K 0.01%
3,837
-18
548
$304K 0.01%
3,102
549
$303K 0.01%
+3,894
550
$303K 0.01%
9,042
+2,725
20 21
22
23 24