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
876
$254K 0.01%
+171,338
877
$253K 0.01%
+2,136
878
$253K 0.01%
2,265
+119
879
$252K 0.01%
+9,056
880
$252K 0.01%
+3,677
881
$252K 0.01%
12,030
+1,250
882
$251K 0.01%
5,463
-1,140
883
$250K 0.01%
3,013
-407
884
$250K 0.01%
+4,521
885
$250K 0.01%
3,582
-756
886
$250K 0.01%
973
-92
887
$249K 0.01%
36,306
+2,097
888
$249K 0.01%
3,636
-514
889
$248K 0.01%
4,829
890
$248K 0.01%
1,186
+51
891
$248K 0.01%
+3,926
892
$248K 0.01%
+9,002
893
$247K 0.01%
773
+6
894
$247K 0.01%
5,902
-500
895
$247K 0.01%
2,011
-75
896
$247K 0.01%
1,926
-73
897
$247K 0.01%
14,110
-11,264
898
$247K 0.01%
1,506
-210
899
$247K 0.01%
1,609
+51
900
$246K 0.01%
15,719
+5,304
34 35
36
37 38