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
551
$505K 0.02%
1,156
+37
552
$498K 0.02%
10,110
-1,853
553
$497K 0.02%
134
554
$497K 0.02%
+1,418
555
$496K 0.01%
5,503
+1,430
556
$496K 0.01%
326
+1
557
$493K 0.01%
11,027
+2,336
558
$492K 0.01%
1,284
+170
559
$492K 0.01%
269
-18
560
$487K 0.01%
3,821
-29
561
$486K 0.01%
5,990
562
$486K 0.01%
2,090
+8
563
$485K 0.01%
15,795
+176
564
$483K 0.01%
6,327
-282
565
$480K 0.01%
2,187
-448
566
$479K 0.01%
18,060
-85,600
567
$477K 0.01%
4,309
-1,562
568
$476K 0.01%
12,151
-330
569
$475K 0.01%
2,743
570
$475K 0.01%
11,790
-4,308
571
$475K 0.01%
23,072
+1,619
572
$474K 0.01%
1,770
-106
573
$473K 0.01%
2,441
-193
574
$473K 0.01%
+5,154
575
$472K 0.01%
7,105
-313
21 22
23
24 25