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
976
$209K 0.01%
5,519
-1,645
977
$209K 0.01%
+3,079
978
$208K 0.01%
+7,633
979
$208K 0.01%
2,178
+113
980
$208K 0.01%
+6,317
981
$207K 0.01%
5,606
+320
982
$207K 0.01%
2,146
983
$207K 0.01%
888
+51
984
$207K 0.01%
+7,071
985
$206K 0.01%
4,325
+414
986
$206K 0.01%
1,730
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987
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+9,151
988
$206K 0.01%
+559
989
$206K 0.01%
5,143
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990
$206K 0.01%
+2,643
991
$206K 0.01%
+1,135
992
$206K 0.01%
+3,547
993
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994
$205K 0.01%
+2,336
995
$205K 0.01%
+1,952
996
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+3,840
997
$205K 0.01%
18,315
-14,822
998
$204K 0.01%
+1,557
999
$204K 0.01%
+899
1000
$204K 0.01%
5,300
-443
38 39
40
41 42