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
926
$239K 0.01%
5,900
927
$239K 0.01%
5,141
+485
928
$239K 0.01%
+2,358
929
$239K 0.01%
+1,945
930
$239K 0.01%
549
-24
931
$238K 0.01%
1,727
-375
932
$238K 0.01%
3,290
-1,177
933
$237K 0.01%
2,943
-539
934
$237K 0.01%
3,226
+280
935
$236K 0.01%
2,559
+35
936
$236K 0.01%
+8,254
937
$236K 0.01%
+3,196
938
$235K 0.01%
1,477
-745
939
$235K 0.01%
9,106
-2,889
940
$235K 0.01%
+956
941
$235K 0.01%
6,040
942
$235K 0.01%
973
-130
943
$233K 0.01%
8,151
-405
944
$233K 0.01%
1,883
945
$232K 0.01%
+2,360
946
$230K 0.01%
+6,755
947
$230K 0.01%
+9,861
948
$230K 0.01%
1,760
949
$229K 0.01%
3,476
-120
950
$229K 0.01%
6,703
-1,140
36 37
38
39 40