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
701
$369K 0.01%
6,256
+956
702
$369K 0.01%
+39,291
703
$368K 0.01%
1,182
+96
704
$368K 0.01%
1,121
+262
705
$366K 0.01%
11,936
+3,276
706
$365K 0.01%
5,140
+43
707
$364K 0.01%
24,847
-448
708
$364K 0.01%
4,197
-380
709
$363K 0.01%
6,278
-176,229
710
$363K 0.01%
3,664
+406
711
$363K 0.01%
1,274
712
$363K 0.01%
+4,390
713
$362K 0.01%
+44,198
714
$362K 0.01%
36,106
+17,791
715
$362K 0.01%
1,054
+131
716
$361K 0.01%
3,259
+48
717
$361K 0.01%
1,994
+346
718
$360K 0.01%
1,256
-154
719
$360K 0.01%
5,692
-1,366
720
$359K 0.01%
6,484
-84
721
$359K 0.01%
+2,071
722
$358K 0.01%
3,280
+1,098
723
$357K 0.01%
9,316
+684
724
$356K 0.01%
178
-26
725
$354K 0.01%
2,298
+73
27 28
29
30 31