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
601
$451K 0.01%
3,315
-154
602
$451K 0.01%
6,331
+4
603
$451K 0.01%
2,374
-354
604
$450K 0.01%
1,745
+118
605
$450K 0.01%
644
-76
606
$449K 0.01%
12,490
+851
607
$449K 0.01%
2,764
-26
608
$449K 0.01%
27,496
-2,148
609
$448K 0.01%
8,604
+523
610
$445K 0.01%
785
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611
$444K 0.01%
1,433
-43
612
$443K 0.01%
4,500
+146
613
$443K 0.01%
12,217
-1,040
614
$441K 0.01%
+29,351
615
$440K 0.01%
+10,705
616
$438K 0.01%
876
-183
617
$437K 0.01%
2,652
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618
$437K 0.01%
4,329
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619
$436K 0.01%
+14,311
620
$436K 0.01%
7,980
-816
621
$436K 0.01%
3,451
+1,894
622
$435K 0.01%
2,935
-579
623
$435K 0.01%
58,760
-2,554
624
$433K 0.01%
2,612
+1,198
625
$433K 0.01%
2,984
+2
23 24
25
26 27