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
551
$302K 0.01%
1,537
+17
552
$301K 0.01%
2,483
+43
553
$301K 0.01%
2,011
+522
554
$301K 0.01%
17,819
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555
$300K 0.01%
6,702
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556
$299K 0.01%
9,039
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557
$299K 0.01%
6,000
558
$296K 0.01%
35,803
559
$296K 0.01%
3,224
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560
$296K 0.01%
3,136
+205
561
$295K 0.01%
4,034
-26
562
$295K 0.01%
2,591
-1,384
563
$295K 0.01%
+5,869
564
$294K 0.01%
+6,816
565
$293K 0.01%
2,005
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566
$293K 0.01%
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567
$292K 0.01%
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568
$291K 0.01%
37,933
-2,056
569
$291K 0.01%
3,541
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570
$290K 0.01%
1,801
+363
571
$289K 0.01%
2,982
-312
572
$287K 0.01%
5,080
-1,091
573
$287K 0.01%
93,415
+4,920
574
$286K 0.01%
365
+31
575
$286K 0.01%
5,915
-73
21 22
23
24 25