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
951
$229K 0.01%
1,086
-204
952
$228K 0.01%
+1,412
953
$227K 0.01%
795
+73
954
$227K 0.01%
+7,513
955
$227K 0.01%
+5,302
956
$226K 0.01%
1,512
+41
957
$226K 0.01%
+3,084
958
$226K 0.01%
+5,121
959
$226K 0.01%
+1,616
960
$226K 0.01%
+4,076
961
$225K 0.01%
+4,887
962
$225K 0.01%
+1,029
963
$225K 0.01%
10,525
-2,076
964
$224K 0.01%
+2,259
965
$224K 0.01%
11,153
-1,025
966
$224K 0.01%
+20,000
967
$223K 0.01%
+4,185
968
$223K 0.01%
747
-91
969
$222K 0.01%
975
-172
970
$222K 0.01%
+1,692
971
$222K 0.01%
+20,119
972
$222K 0.01%
42,832
+12,039
973
$222K 0.01%
6,970
-6,424
974
$222K 0.01%
+22,828
975
$221K 0.01%
3,927
+87
37 38
39
40 41