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
676
$383K 0.01%
1,219
677
$383K 0.01%
4,030
+662
678
$383K 0.01%
3,007
+247
679
$382K 0.01%
10,969
-2,135
680
$382K 0.01%
+30,000
681
$382K 0.01%
2,051
+123
682
$381K 0.01%
+8,835
683
$380K 0.01%
+3,941
684
$380K 0.01%
10,686
-544
685
$380K 0.01%
4,476
-26
686
$380K 0.01%
1,426
+84
687
$379K 0.01%
477
+37
688
$379K 0.01%
+29,000
689
$378K 0.01%
+2,379
690
$377K 0.01%
1,542
+227
691
$377K 0.01%
3,499
+78
692
$376K 0.01%
2,209
+52
693
$376K 0.01%
7,650
-383
694
$375K 0.01%
4,875
-440
695
$375K 0.01%
17,191
+1,164
696
$374K 0.01%
53,935
+2,100
697
$370K 0.01%
1,262
+60
698
$370K 0.01%
3,655
-70
699
$370K 0.01%
1,233
+45
700
$369K 0.01%
355
+21
26 27
28
29 30