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
801
$299K 0.01%
+8,203
802
$299K 0.01%
2,239
-13
803
$299K 0.01%
10,445
-325
804
$298K 0.01%
19,985
+285
805
$298K 0.01%
1,655
-100
806
$298K 0.01%
6,244
-1,410
807
$297K 0.01%
2,598
+262
808
$297K 0.01%
123,040
+3,000
809
$296K 0.01%
27,097
-379,631
810
$295K 0.01%
6,986
+520
811
$295K 0.01%
3,766
+5
812
$294K 0.01%
867
813
$293K 0.01%
2,541
+119
814
$293K 0.01%
44,470
-2,707
815
$293K 0.01%
694
+60
816
$293K 0.01%
13,704
+411
817
$292K 0.01%
4,035
+101
818
$290K 0.01%
2,551
+24
819
$290K 0.01%
2,824
-677
820
$290K 0.01%
1,564
-820
821
$289K 0.01%
5,799
-6,529
822
$289K 0.01%
6,142
+907
823
$289K 0.01%
4,208
-595
824
$288K 0.01%
+7,245
825
$288K 0.01%
9,025
-265
31 32
33
34 35