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
751
$333K 0.01%
+2,075
752
$332K 0.01%
11,066
+352
753
$329K 0.01%
+96,000
754
$329K 0.01%
5,818
+81
755
$329K 0.01%
1,138
+28
756
$329K 0.01%
5,816
757
$328K 0.01%
1,734
-96
758
$327K 0.01%
13,980
759
$326K 0.01%
1,990
-321
760
$326K 0.01%
23,737
+1,755
761
$324K 0.01%
6,460
+1,689
762
$324K 0.01%
7,453
+1,081
763
$323K 0.01%
4,426
-15
764
$322K 0.01%
13,784
-1,489
765
$322K 0.01%
1,170
+3
766
$321K 0.01%
5,717
-63
767
$321K 0.01%
2,809
-390
768
$320K 0.01%
581
-4
769
$320K 0.01%
724
-524
770
$318K 0.01%
1,608
+205
771
$317K 0.01%
6,639
-225
772
$317K 0.01%
3,896
+70
773
$313K 0.01%
+6,301
774
$313K 0.01%
1,193
+91
775
$313K 0.01%
+999
29 30
31
32 33