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
851
$268K 0.01%
4,863
-1,921
852
$267K 0.01%
+524
853
$266K 0.01%
+1,206
854
$266K 0.01%
1,970
+188
855
$265K 0.01%
2,671
-614
856
$265K 0.01%
+4,140
857
$264K 0.01%
808
-187
858
$264K 0.01%
3,311
-259
859
$264K 0.01%
+11,196
860
$264K 0.01%
2,667
+159
861
$263K 0.01%
2,813
+120
862
$263K 0.01%
3,123
-223
863
$261K 0.01%
10,575
-212,646
864
$261K 0.01%
4,167
-8
865
$259K 0.01%
693
-115
866
$258K 0.01%
448
-24
867
$257K 0.01%
+6,306
868
$256K 0.01%
+2,459
869
$256K 0.01%
1,462
+77
870
$256K 0.01%
1,727
-363
871
$255K 0.01%
+5,755
872
$254K 0.01%
22,032
-315
873
$254K 0.01%
1,723
-289
874
$254K 0.01%
2,049
+111
875
$254K 0.01%
428
-66
33 34
35
36 37