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
$2.45B
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$13.1M
3
+$9.28M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$9.26M
5
BWA icon
BorgWarner
BWA
+$8.81M

Top Sells

1
+$52M
2
+$14.2M
3
+$13.6M
4
NUE icon
Nucor
NUE
+$9.46M
5
TM icon
Toyota
TM
+$7.48M

Sector Composition

1 Technology 14.2%
2 Financials 8.86%
3 Energy 8.54%
4 Consumer Discretionary 6.52%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$208K 0.01%
830
602
$208K 0.01%
+3,008
603
$208K 0.01%
5,382
+201
604
$207K 0.01%
1,446
-44
605
$207K 0.01%
10,936
-137
606
$206K 0.01%
+5,430
607
$206K 0.01%
+6,500
608
$206K 0.01%
6,518
-203
609
$205K 0.01%
3,414
+1
610
$205K 0.01%
2,790
+7
611
$204K 0.01%
1,541
+72
612
$204K 0.01%
2,030
613
$204K 0.01%
843
+56
614
$203K 0.01%
1,637
+89
615
$201K 0.01%
+4,409
616
$201K 0.01%
+400
617
$201K 0.01%
+1,569
618
$200K 0.01%
1,267
+281
619
$200K 0.01%
+3,378
620
$200K 0.01%
+15,345
621
$195K 0.01%
13,725
-334,735
622
$194K 0.01%
14,317
-29
623
$190K 0.01%
20,815
-268
624
$188K 0.01%
+11,705
625
$186K 0.01%
48,164
+17,412
23 24
25
26 27