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
576
$285K 0.01%
20,000
577
$284K 0.01%
+3,784
578
$284K 0.01%
2,045
-797
579
$284K 0.01%
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$283K 0.01%
2,563
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$282K 0.01%
3,243
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582
$282K 0.01%
113
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583
$282K 0.01%
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584
$281K 0.01%
1,830
-6
585
$281K 0.01%
1,439
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586
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8,020
587
$280K 0.01%
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588
$280K 0.01%
6,324
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589
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1,486
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590
$279K 0.01%
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591
$279K 0.01%
580
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$279K 0.01%
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594
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713
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595
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3,101
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$277K 0.01%
4,697
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597
$277K 0.01%
9,344
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$276K 0.01%
5,539
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599
$276K 0.01%
20,410
+5,833
600
$275K 0.01%
2,882
+24
22 23
24
25 26