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
701
$214K 0.01%
+3,815
702
$214K 0.01%
+2,932
703
$214K 0.01%
3,581
-278
704
$212K 0.01%
+2,192
705
$211K 0.01%
7,884
-1,728
706
$211K 0.01%
+1,181
707
$211K 0.01%
+8,097
708
$210K 0.01%
+3,766
709
$210K 0.01%
+3,153
710
$210K 0.01%
22,044
+5,554
711
$209K 0.01%
+7,420
712
$209K 0.01%
3,229
+1
713
$208K 0.01%
+6,257
714
$206K 0.01%
+6,123
715
$206K 0.01%
+1,072
716
$206K 0.01%
+1,860
717
$206K 0.01%
+17,055
718
$206K 0.01%
+914
719
$205K 0.01%
6,795
-705
720
$205K 0.01%
+4,876
721
$204K 0.01%
+2,824
722
$204K 0.01%
+459
723
$204K 0.01%
8,463
724
$204K 0.01%
+9,405
725
$204K 0.01%
+3,545
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