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
651
$403K 0.01%
4,313
-303
652
$403K 0.01%
5,061
-644
653
$402K 0.01%
2,980
654
$401K 0.01%
1,837
+64
655
$400K 0.01%
15,898
+6,053
656
$399K 0.01%
4,335
-740
657
$397K 0.01%
9,232
-5,545
658
$394K 0.01%
+5,191
659
$393K 0.01%
+8,672
660
$393K 0.01%
16,513
-755
661
$393K 0.01%
12,709
-1,459
662
$393K 0.01%
+10,000
663
$391K 0.01%
+7,469
664
$389K 0.01%
4,273
+8
665
$389K 0.01%
2,237
-81
666
$389K 0.01%
8,336
-1,980
667
$389K 0.01%
5,824
+1,342
668
$388K 0.01%
2,428
+58
669
$387K 0.01%
1,980
670
$386K 0.01%
1,883
+2
671
$385K 0.01%
5,754
-351
672
$384K 0.01%
17,471
+7,215
673
$384K 0.01%
24,015
+11,651
674
$383K 0.01%
784
-63
675
$383K 0.01%
2,700
-711
25 26
27
28 29