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
1051
$184K 0.01%
+52,044
1052
$179K 0.01%
10,293
-3,857
1053
$179K 0.01%
+13,321
1054
$178K 0.01%
13,048
+446
1055
$175K 0.01%
11,064
-5,791
1056
$174K 0.01%
15,802
-7,642
1057
$172K 0.01%
14,663
-208
1058
$167K 0.01%
13,119
+107
1059
$167K 0.01%
18,653
+7,830
1060
$152K ﹤0.01%
18,428
+2,721
1061
$146K ﹤0.01%
21,167
-5,606
1062
$145K ﹤0.01%
10,473
1063
$143K ﹤0.01%
+23,271
1064
$142K ﹤0.01%
19,497
-4,661
1065
$139K ﹤0.01%
25,747
1066
$138K ﹤0.01%
31,492
-19,123
1067
$136K ﹤0.01%
+17,000
1068
$136K ﹤0.01%
+405,372
1069
$134K ﹤0.01%
23,322
+316
1070
$132K ﹤0.01%
30,044
-18,974
1071
$130K ﹤0.01%
12,880
-63
1072
$128K ﹤0.01%
15,100
+148
1073
$128K ﹤0.01%
27,949
-16,392
1074
$127K ﹤0.01%
12,479
+32
1075
$126K ﹤0.01%
10,400
41 42
43
44 45