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ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
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
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
1076
$58.6K ﹤0.01%
+18,499
1077
$50.6K ﹤0.01%
10,037
-86
1078
$46.8K ﹤0.01%
55,000
+25,000
1079
$42.5K ﹤0.01%
15,331
+1,184
1080
$38.5K ﹤0.01%
13,174
-705
1081
$28.4K ﹤0.01%
+10,106
1082
$27.3K ﹤0.01%
+10,447
1083
$26.9K ﹤0.01%
16,915
1084
$25.9K ﹤0.01%
11,633
-16,656
1085
$14.8K ﹤0.01%
14,983
1086
– –
-5,514
1087
– –
-6,068
1088
– –
-3,638
1089
– –
-4,619
1090
– –
-9,251
1091
– –
-7,008
1092
– –
-11,599
1093
– –
-4,517
1094
– –
-4,787
1095
– –
-11,621
1096
– –
-18,605
1097
– –
-322,025
1098
– –
-150,798
1099
– –
-19,454
1100
– –
-12,957
42 43
44
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