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
$2.98B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.2M
3
+$12.7M
4
MTB icon
M&T Bank
MTB
+$11.6M
5
NVO icon
Novo Nordisk
NVO
+$9.89M

Top Sells

1
+$20M
2
+$16.5M
3
+$12.1M
4
STR
Sitio Royalties
STR
+$9.63M
5
JPM icon
JPMorgan Chase
JPM
+$9.07M

Sector Composition

1 Technology 14.2%
2 Energy 8.09%
3 Financials 7.42%
4 Industrials 6.36%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$216K 0.01%
+10,888
952
$216K 0.01%
+5,670
953
$215K 0.01%
+3,261
954
$215K 0.01%
3,547
-101
955
$215K 0.01%
1,167
956
$214K 0.01%
3,190
+8
957
$213K 0.01%
17,615
+4,800
958
$213K 0.01%
1,760
959
$213K 0.01%
2,524
-22
960
$213K 0.01%
8,556
-589
961
$213K 0.01%
+5,979
962
$213K 0.01%
2,179
-59
963
$212K 0.01%
6,090
-347
964
$212K 0.01%
+4,951
965
$211K 0.01%
+2,182
966
$211K 0.01%
+3,019
967
$211K 0.01%
2,620
-654
968
$210K 0.01%
3,430
-116
969
$210K 0.01%
1,353
+42
970
$210K 0.01%
7,430
+341
971
$210K 0.01%
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972
$210K 0.01%
+2,946
973
$209K 0.01%
398
+60
974
$209K 0.01%
8,578
-4
975
$209K 0.01%
3,229
+1,201
37 38
39
40 41