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
576
$471K 0.01%
+92,937
577
$471K 0.01%
+4,862
578
$466K 0.01%
5,126
579
$466K 0.01%
1,327
+13
580
$466K 0.01%
7,272
-61
581
$465K 0.01%
6,933
582
$463K 0.01%
3,049
+501
583
$461K 0.01%
19,325
584
$460K 0.01%
10,371
-591
585
$460K 0.01%
1,954
+226
586
$459K 0.01%
3,265
+290
587
$458K 0.01%
8,286
-1,586
588
$457K 0.01%
5,859
-35,042
589
$457K 0.01%
4,299
+304
590
$456K 0.01%
24,518
+781
591
$456K 0.01%
5,000
592
$455K 0.01%
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593
$455K 0.01%
2,372
-52
594
$455K 0.01%
6,203
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595
$455K 0.01%
15,869
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596
$454K 0.01%
+4,983
597
$453K 0.01%
3,843
+237
598
$453K 0.01%
1,630
+163
599
$452K 0.01%
15,436
+282
600
$451K 0.01%
599
+17
22 23
24
25 26