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
626
$433K 0.01%
4,905
+788
627
$428K 0.01%
7,644
+1,892
628
$428K 0.01%
1,101
-117
629
$426K 0.01%
3,317
+48
630
$426K 0.01%
5,142
-195
631
$425K 0.01%
4,029
-461
632
$425K 0.01%
13,457
-640
633
$424K 0.01%
1,939
-59
634
$422K 0.01%
7,754
-542
635
$421K 0.01%
787
+78
636
$420K 0.01%
8,496
-1,708
637
$419K 0.01%
1,057
638
$419K 0.01%
14,598
+2,536
639
$418K 0.01%
3,177
-409
640
$418K 0.01%
8,020
641
$418K 0.01%
1,331
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642
$415K 0.01%
4,569
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643
$414K 0.01%
29,272
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644
$414K 0.01%
3,061
-75
645
$414K 0.01%
+49,000
646
$410K 0.01%
3,049
-330
647
$408K 0.01%
4,568
+564
648
$407K 0.01%
5,564
-131
649
$407K 0.01%
2,611
-495
650
$406K 0.01%
134,483
+102,853
24 25
26
27 28