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
1026
$204K 0.01%
+3,453
1027
$204K 0.01%
3,947
-3,551
1028
$203K 0.01%
173
-134
1029
$203K 0.01%
+1,119
1030
$203K 0.01%
+1,947
1031
$203K 0.01%
+895
1032
$203K 0.01%
+5,209
1033
$202K 0.01%
826
-359
1034
$202K 0.01%
4,763
-592
1035
$202K 0.01%
+1,632
1036
$202K 0.01%
+9,571
1037
$202K 0.01%
+7,171
1038
$202K 0.01%
2,017
+65
1039
$202K 0.01%
+901
1040
$201K 0.01%
+9,229
1041
$200K 0.01%
+9,697
1042
$200K 0.01%
5,464
-206
1043
$197K 0.01%
+79,532
1044
$197K 0.01%
13,295
-4,320
1045
$196K 0.01%
18,050
-33,064
1046
$193K 0.01%
29,867
+19,514
1047
$190K 0.01%
+15,071
1048
$187K 0.01%
+76,000
1049
$184K 0.01%
17,355
+1,281
1050
$184K 0.01%
10,097
-791
40 41
42
43 44