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
976
$221K 0.01%
5,041
-218
977
$220K 0.01%
862
-595
978
$220K 0.01%
2,979
-1,080
979
$219K 0.01%
2,688
-2,266
980
$218K 0.01%
5,692
+86
981
$218K 0.01%
+646
982
$217K 0.01%
1,644
+71
983
$217K 0.01%
+1,127
984
$217K 0.01%
+9,575
985
$216K 0.01%
+312
986
$216K 0.01%
+4,987
987
$216K 0.01%
+11,104
988
$216K 0.01%
8,293
-2,346
989
$216K 0.01%
7,176
-823
990
$216K 0.01%
+588
991
$215K 0.01%
8,974
-1,922
992
$214K 0.01%
1,971
-1,608
993
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1,814
-353
994
$214K 0.01%
+7,852
995
$214K 0.01%
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996
$213K 0.01%
+397
997
$212K 0.01%
+3,938
998
$212K 0.01%
9,205
-1,212
999
$212K 0.01%
1,224
-80
1000
$211K 0.01%
885
-545
38 39
40
41 42