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
76
$12M 0.36%
114,281
+6,851
77
$11.8M 0.36%
171,348
+19,955
78
$11.7M 0.35%
636,134
+415,343
79
$11.7M 0.35%
187,960
+7,215
80
$11.7M 0.35%
480,954
+63,611
81
$11.5M 0.35%
398,186
+53,396
82
$11.5M 0.35%
50,264
+11,145
83
$10.8M 0.33%
34,111
+2,712
84
$10.8M 0.32%
218,972
-5,099
85
$10.6M 0.32%
105,816
+23,076
86
$10.6M 0.32%
51,807
-10,446
87
$10.5M 0.32%
112,045
+12,879
88
$10.1M 0.3%
196,288
+1,025
89
$9.86M 0.3%
157,432
+284
90
$9.83M 0.3%
107,041
+879
91
$9.77M 0.29%
+369,015
92
$9.77M 0.29%
35,778
+113
93
$9.7M 0.29%
63,507
+5,880
94
$9.45M 0.28%
213,453
+20,016
95
$9.44M 0.28%
327,118
+16,087
96
$9.27M 0.28%
111,806
+29,382
97
$9.25M 0.28%
755,879
+16,361
98
$9.17M 0.28%
49,400
+703
99
$9.1M 0.27%
99,702
-12,836
100
$9.04M 0.27%
1,306,474
+1,291,608
2 3
4
5 6