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
826
$288K 0.01%
6,809
827
$288K 0.01%
15,955
-120
828
$287K 0.01%
8,787
-4,318
829
$286K 0.01%
7,035
-681
830
$286K 0.01%
1,578
-189
831
$286K 0.01%
+4,829
832
$285K 0.01%
6,194
+3,717
833
$282K 0.01%
2,791
-232
834
$280K 0.01%
30,418
-812
835
$279K 0.01%
3,516
-3,389
836
$279K 0.01%
9,249
+2
837
$278K 0.01%
5,003
-1,140
838
$278K 0.01%
+5,724
839
$275K 0.01%
2,034
+76
840
$275K 0.01%
4,832
+351
841
$275K 0.01%
8,529
+1,018
842
$274K 0.01%
930
-172
843
$273K 0.01%
2,202
+80
844
$272K 0.01%
+11,793
845
$271K 0.01%
+3,408
846
$271K 0.01%
+2,841
847
$271K 0.01%
4,901
848
$270K 0.01%
5,298
-10,305
849
$269K 0.01%
+8,611
850
$269K 0.01%
1,101
+74
32 33
34
35 36