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
1001
$211K 0.01%
1,653
-161
1002
$210K 0.01%
+1,459
1003
$210K 0.01%
8,608
-543
1004
$210K 0.01%
1,163
-389
1005
$209K 0.01%
+1,326
1006
$209K 0.01%
+6,788
1007
$209K 0.01%
3,206
-1,086
1008
$208K 0.01%
2,566
-512
1009
$208K 0.01%
+5,152
1010
$208K 0.01%
+1,462
1011
$208K 0.01%
+3,056
1012
$207K 0.01%
9,799
-1,619
1013
$207K 0.01%
4,259
-2,575
1014
$207K 0.01%
115
-17
1015
$206K 0.01%
+4,563
1016
$206K 0.01%
+1,157
1017
$206K 0.01%
425
-41
1018
$205K 0.01%
7,412
-2,638
1019
$205K 0.01%
+2,032
1020
$205K 0.01%
+1,834
1021
$205K 0.01%
+3,013
1022
$205K 0.01%
4,838
+142
1023
$205K 0.01%
+10,357
1024
$205K 0.01%
+1,799
1025
$204K 0.01%
12,550
39 40
41
42 43