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
$2.98B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.2M
3
+$12.7M
4
MTB icon
M&T Bank
MTB
+$11.6M
5
NVO icon
Novo Nordisk
NVO
+$9.89M

Top Sells

1
+$20M
2
+$16.5M
3
+$12.1M
4
STR
Sitio Royalties
STR
+$9.63M
5
JPM icon
JPMorgan Chase
JPM
+$9.07M

Sector Composition

1 Technology 14.2%
2 Energy 8.09%
3 Financials 7.42%
4 Industrials 6.36%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$275K 0.01%
+808
802
$275K 0.01%
+2,903
803
$274K 0.01%
3,368
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804
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805
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806
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807
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3,761
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808
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31,230
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810
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12,902
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811
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812
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813
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814
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815
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3,367
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816
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817
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820
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472
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822
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823
$266K 0.01%
867
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824
$265K 0.01%
+4,292
825
$265K 0.01%
11,223
31 32
33
34 35