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
726
$354K 0.01%
992
+13
727
$351K 0.01%
6,000
+647
728
$349K 0.01%
3,805
+33
729
$349K 0.01%
3,542
730
$349K 0.01%
+9,558
731
$348K 0.01%
11,530
732
$347K 0.01%
+7,165
733
$347K 0.01%
3,134
-898
734
$346K 0.01%
6,185
-944
735
$345K 0.01%
2,949
-93
736
$344K 0.01%
3,345
+164
737
$344K 0.01%
14,013
+2,790
738
$344K 0.01%
+4,755
739
$343K 0.01%
12,779
-1,920
740
$343K 0.01%
3,500
-21
741
$342K 0.01%
413
+15
742
$342K 0.01%
9,490
+1,393
743
$342K 0.01%
+2,520
744
$341K 0.01%
1,937
-103
745
$340K 0.01%
+2,370
746
$340K 0.01%
3,538
-155
747
$338K 0.01%
3,292
-25
748
$335K 0.01%
818
+39
749
$335K 0.01%
3,036
-17
750
$333K 0.01%
9,246
-275
28 29
30
31 32