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
$2.4B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.9M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.05M
5
CRH icon
CRH
CRH
+$7.36M

Top Sells

1
+$18.4M
2
+$8.95M
3
+$7.38M
4
ERIC icon
Ericsson
ERIC
+$5.57M
5
WFG icon
West Fraser Timber
WFG
+$5.02M

Sector Composition

1 Technology 14.27%
2 Energy 9.48%
3 Financials 6.4%
4 Consumer Discretionary 5.69%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$96.9K ﹤0.01%
11,902
+173
777
$95.6K ﹤0.01%
22,784
+2,609
778
$94.4K ﹤0.01%
13,670
+2,499
779
$89.6K ﹤0.01%
+10,306
780
$88.3K ﹤0.01%
15,482
781
$85.5K ﹤0.01%
14,150
-1,225
782
$83.9K ﹤0.01%
35,544
+15,280
783
$79.9K ﹤0.01%
17,918
+7,298
784
$79.6K ﹤0.01%
14,521
+3,320
785
$76.4K ﹤0.01%
+12,284
786
$76K ﹤0.01%
14,585
-1,095
787
$70.7K ﹤0.01%
18,449
-3,848
788
$68.9K ﹤0.01%
+10,273
789
$65.8K ﹤0.01%
14,365
790
$63.2K ﹤0.01%
16,234
+1,251
791
$63K ﹤0.01%
44,029
-2,414
792
$62.6K ﹤0.01%
+8,006
793
$58.7K ﹤0.01%
1,296
-373
794
$51.2K ﹤0.01%
10,000
795
$35K ﹤0.01%
1,969
796
$28.9K ﹤0.01%
13,311
797
$27K ﹤0.01%
30,000
798
$23.6K ﹤0.01%
+11,000
799
$23.2K ﹤0.01%
13,578
+1,863
800
$19.9K ﹤0.01%
438
-600
30 31
32
33 34