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ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.23B
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.34M
3
+$5.91M
4
ERIC icon
Ericsson
ERIC
+$5.44M
5
STR
Sitio Royalties
STR
+$5.37M

Top Sells

1
+$12.6M
2
+$12.5M
3
+$11.9M
4
PRU icon
Prudential Financial
PRU
+$7.83M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$7.27M

Sector Composition

1 Technology 13.96%
2 Energy 9.34%
3 Financials 6.29%
4 Consumer Discretionary 5.53%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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728
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729
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730
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732
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733
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735
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736
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739
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-468,451
740
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741
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744
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746
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748
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749
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750
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