ECM

Evergreen Capital Management Portfolio holdings

AUM $4.2B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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 +$36.6M
2 +$13.5M
3 +$12.3M
4
PCAR icon
PACCAR
PCAR
+$9.82M
5
DOW icon
Dow Inc
DOW
+$9.77M

Top Sells

1 +$10.2M
2 +$8.44M
3 +$8.34M
4
BDX icon
Becton Dickinson
BDX
+$7.24M
5
HPQ icon
HP
HPQ
+$5.25M

Sector Composition

1 Technology 15.51%
2 Financials 7.65%
3 Energy 6.99%
4 Industrials 6.4%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BTM icon
576
Bitcoin Depot
BTM
$189M
$471K 0.01%
+92,937
CHRD icon
577
Chord Energy
CHRD
$4.96B
$471K 0.01%
+4,862
IJK icon
578
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.32B
$466K 0.01%
5,126
ANSS
579
DELISTED
Ansys
ANSS
$466K 0.01%
1,327
+13
RMBS icon
580
Rambus
RMBS
$11.9B
$466K 0.01%
7,272
-61
DFUS icon
581
Dimensional US Equity ETF
DFUS
$17.4B
$465K 0.01%
6,933
BOOT icon
582
Boot Barn
BOOT
$5.7B
$463K 0.01%
3,049
+501
SCHB icon
583
Schwab US Broad Market ETF
SCHB
$38B
$461K 0.01%
19,325
OGE icon
584
OGE Energy
OGE
$9B
$460K 0.01%
10,371
-591
GWRE icon
585
Guidewire Software
GWRE
$18.5B
$460K 0.01%
1,954
+226
SHAK icon
586
Shake Shack
SHAK
$3.78B
$459K 0.01%
3,265
+290
BNS icon
587
Scotiabank
BNS
$83.5B
$458K 0.01%
8,286
-1,586
ZM icon
588
Zoom
ZM
$24.9B
$457K 0.01%
5,859
-35,042
RBA icon
589
RB Global
RBA
$18.7B
$457K 0.01%
4,299
+304
BCS icon
590
Barclays
BCS
$77.3B
$456K 0.01%
24,518
+781
AVUV icon
591
Avantis US Small Cap Value ETF
AVUV
$18.2B
$456K 0.01%
5,000
AGO icon
592
Assured Guaranty
AGO
$4.03B
$455K 0.01%
5,228
-987
ESE icon
593
ESCO Technologies
ESE
$5.71B
$455K 0.01%
2,372
-52
NGG icon
594
National Grid
NGG
$76.7B
$455K 0.01%
6,115
+1,778
FNDA icon
595
Schwab Fundamental US Small Company Index ETF
FNDA
$9.12B
$455K 0.01%
15,869
+3
LCII icon
596
LCI Industries
LCII
$2.66B
$454K 0.01%
+4,983
DUK icon
597
Duke Energy
DUK
$95.6B
$453K 0.01%
3,843
+237
PIPR icon
598
Piper Sandler
PIPR
$5.97B
$453K 0.01%
1,630
+163
DB icon
599
Deutsche Bank
DB
$72.9B
$452K 0.01%
15,436
+282
URI icon
600
United Rentals
URI
$54.4B
$451K 0.01%
599
+17