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
$2.45B
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$13.1M
3
+$9.28M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$9.26M
5
BWA icon
BorgWarner
BWA
+$8.81M

Top Sells

1
+$52M
2
+$14.2M
3
+$13.6M
4
NUE icon
Nucor
NUE
+$9.46M
5
TM icon
Toyota
TM
+$7.48M

Sector Composition

1 Technology 14.2%
2 Financials 8.86%
3 Energy 8.54%
4 Consumer Discretionary 6.52%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$238K 0.01%
+3,924
552
$237K 0.01%
+2,775
553
$236K 0.01%
3,092
-272
554
$236K 0.01%
+8,356
555
$235K 0.01%
2,212
-76
556
$235K 0.01%
936
+116
557
$235K 0.01%
1,489
558
$235K 0.01%
7,110
+265
559
$233K 0.01%
+6,405
560
$233K 0.01%
5,212
-41
561
$233K 0.01%
11,649
+1,259
562
$232K 0.01%
+3,651
563
$232K 0.01%
+8,775
564
$231K 0.01%
1,534
565
$230K 0.01%
1,682
+74
566
$229K 0.01%
+4,376
567
$229K 0.01%
485
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568
$228K 0.01%
94,429
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569
$228K 0.01%
+3,138
570
$228K 0.01%
1,667
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571
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+2,525
572
$226K 0.01%
16,280
-170
573
$226K 0.01%
2,984
574
$225K 0.01%
2,142
+125
575
$224K 0.01%
1,091
-17
21 22
23
24 25