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
526
$538K 0.02%
16,903
-544
527
$535K 0.02%
4,483
-191
528
$535K 0.02%
58,691
-596
529
$533K 0.02%
2,379
-136
530
$529K 0.02%
19,008
-471
531
$529K 0.02%
19,957
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532
$528K 0.02%
6,766
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533
$528K 0.02%
2,385
-348
534
$528K 0.02%
4,347
-60
535
$526K 0.02%
6,191
+1,972
536
$526K 0.02%
11,325
+3,249
537
$523K 0.02%
2,122
+1
538
$521K 0.02%
4,186
+310
539
$521K 0.02%
12,601
-359
540
$515K 0.02%
2,011
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541
$513K 0.02%
14,247
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542
$513K 0.02%
7,153
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543
$512K 0.02%
2,723
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544
$512K 0.02%
4,809
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545
$512K 0.02%
11,943
+200
546
$509K 0.02%
+12,041
547
$508K 0.02%
3,292
-160
548
$508K 0.02%
8,640
549
$506K 0.02%
+15,128
550
$505K 0.02%
3,164
-47
20 21
22
23 24