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
51
$16.1M 0.48%
333,291
-15,239
52
$15.7M 0.47%
331,372
+7,794
53
$15.6M 0.47%
1,483,204
+67,904
54
$14.8M 0.45%
22,385
+7,437
55
$14.8M 0.45%
173,804
+50,883
56
$14.7M 0.44%
106,787
+7,357
57
$14.7M 0.44%
297,985
+984
58
$14.5M 0.44%
185,567
-1,100
59
$14.4M 0.43%
214,247
-1,641
60
$14.4M 0.43%
740,252
+23,554
61
$14.1M 0.42%
113,664
-215
62
$14.1M 0.42%
882,669
+45,337
63
$14M 0.42%
68,243
+1,521
64
$13.5M 0.41%
+309,108
65
$13.4M 0.4%
162,276
+12,677
66
$13.3M 0.4%
441,552
+6,580
67
$13.2M 0.4%
177,891
+3,874
68
$13.1M 0.39%
160,020
+2,942
69
$12.9M 0.39%
66,635
+1,351
70
$12.9M 0.39%
183,093
+9,195
71
$12.9M 0.39%
56,602
-5,394
72
$12.8M 0.38%
96,789
+5,047
73
$12.5M 0.38%
42,755
+26,487
74
$12.4M 0.37%
94,305
-128
75
$12.3M 0.37%
377,866
+9,754
1 2
3
4 5