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
901
$246K 0.01%
+10,933
902
$246K 0.01%
+5,122
903
$246K 0.01%
9,907
-1,347
904
$246K 0.01%
1,047
+15
905
$245K 0.01%
+4,675
906
$245K 0.01%
+4,171
907
$244K 0.01%
1,844
-334
908
$244K 0.01%
+725
909
$244K 0.01%
3,974
-879
910
$243K 0.01%
+4,581
911
$243K 0.01%
7,590
-2,789
912
$243K 0.01%
+519
913
$243K 0.01%
16,942
+1,096
914
$243K 0.01%
1,932
-1,110
915
$243K 0.01%
+3,864
916
$243K 0.01%
+1,266
917
$242K 0.01%
+28,082
918
$242K 0.01%
1,739
+254
919
$242K 0.01%
2,241
-38
920
$241K 0.01%
1,005
+106
921
$241K 0.01%
4,800
922
$241K 0.01%
589
+30
923
$241K 0.01%
22,048
+2,747
924
$240K 0.01%
13,116
-546
925
$240K 0.01%
1,802
-1,660
35 36
37
38 39