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
676
$224K 0.01%
+8,845
677
$224K 0.01%
+11,936
678
$223K 0.01%
2,310
679
$223K 0.01%
+7,273
680
$222K 0.01%
+4,388
681
$222K 0.01%
6,075
682
$222K 0.01%
23,683
-550
683
$221K 0.01%
+5,315
684
$221K 0.01%
+8,569
685
$221K 0.01%
43,521
-4,349
686
$220K 0.01%
13,972
+446
687
$219K 0.01%
+26,462
688
$218K 0.01%
+5,100
689
$218K 0.01%
+3,333
690
$218K 0.01%
1,733
-289
691
$217K 0.01%
591
-54
692
$217K 0.01%
+840
693
$216K 0.01%
+8,047
694
$216K 0.01%
+1,359
695
$216K 0.01%
4,180
+330
696
$216K 0.01%
+6,929
697
$215K 0.01%
+2,314
698
$214K 0.01%
+3,441
699
$214K 0.01%
+562
700
$214K 0.01%
+6,993
26 27
28
29 30