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
$2.4B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.9M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.05M
5
CRH icon
CRH
CRH
+$7.36M

Top Sells

1
+$18.4M
2
+$8.95M
3
+$7.38M
4
ERIC icon
Ericsson
ERIC
+$5.57M
5
WFG icon
West Fraser Timber
WFG
+$5.02M

Sector Composition

1 Technology 14.27%
2 Energy 9.48%
3 Financials 6.4%
4 Consumer Discretionary 5.69%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$253K 0.01%
+15,772
627
$252K 0.01%
+3,714
628
$252K 0.01%
25,213
+11,846
629
$251K 0.01%
232,293
+903
630
$250K 0.01%
+4,859
631
$250K 0.01%
1,363
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632
$250K 0.01%
3,610
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633
$249K 0.01%
4,947
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634
$249K 0.01%
12,828
-3,616
635
$249K 0.01%
2,832
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636
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637
$248K 0.01%
719
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638
$247K 0.01%
3,474
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639
$247K 0.01%
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640
$246K 0.01%
6,554
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641
$246K 0.01%
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643
$244K 0.01%
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644
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185
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645
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646
$242K 0.01%
4,829
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647
$242K 0.01%
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648
$241K 0.01%
+3,169
649
$240K 0.01%
5,327
-471
650
$238K 0.01%
5,136
-179
24 25
26
27 28