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 15.5%
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
BTM icon
576
Bitcoin Depot
BTM
$98.8M
$471K 0.01%
+92,937
CHRD icon
577
Chord Energy
CHRD
$5.25B
$471K 0.01%
+4,862
IJK icon
578
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.68B
$466K 0.01%
5,126
ANSS
579
DELISTED
Ansys
ANSS
$466K 0.01%
1,327
+13
RMBS icon
580
Rambus
RMBS
$11.6B
$466K 0.01%
7,272
-61
DFUS icon
581
Dimensional US Equity ETF
DFUS
$18.5B
$465K 0.01%
6,933
BOOT icon
582
Boot Barn
BOOT
$5.87B
$463K 0.01%
3,049
+501
SCHB icon
583
Schwab US Broad Market ETF
SCHB
$38.9B
$461K 0.01%
19,325
OGE icon
584
OGE Energy
OGE
$9B
$460K 0.01%
10,371
-591
GWRE icon
585
Guidewire Software
GWRE
$13.5B
$460K 0.01%
1,954
+226
SHAK icon
586
Shake Shack
SHAK
$3.99B
$459K 0.01%
3,265
+290
BNS icon
587
Scotiabank
BNS
$90.8B
$458K 0.01%
8,286
-1,586
ZM icon
588
Zoom
ZM
$24B
$457K 0.01%
5,859
-35,042
RBA icon
589
RB Global
RBA
$21B
$457K 0.01%
4,299
+304
BCS icon
590
Barclays
BCS
$90.4B
$456K 0.01%
24,518
+781
AVUV icon
591
Avantis US Small Cap Value ETF
AVUV
$21.8B
$456K 0.01%
5,000
AGO icon
592
Assured Guaranty
AGO
$3.92B
$455K 0.01%
5,228
-987
ESE icon
593
ESCO Technologies
ESE
$5.66B
$455K 0.01%
2,372
-52
NGG icon
594
National Grid
NGG
$80.4B
$455K 0.01%
6,203
+1,804
FNDA icon
595
Schwab Fundamental US Small Company Index ETF
FNDA
$9.68B
$455K 0.01%
15,869
+3
LCII icon
596
LCI Industries
LCII
$3.32B
$454K 0.01%
+4,983
DUK icon
597
Duke Energy
DUK
$92.7B
$453K 0.01%
3,843
+237
PIPR icon
598
Piper Sandler
PIPR
$6.26B
$453K 0.01%
1,630
+163
DB icon
599
Deutsche Bank
DB
$74.3B
$452K 0.01%
15,436
+282
URI icon
600
United Rentals
URI
$58.6B
$451K 0.01%
599
+17