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
1076
$124K ﹤0.01%
10,175
-624
1077
$123K ﹤0.01%
10,979
-39
1078
$123K ﹤0.01%
10,696
-1,975
1079
$122K ﹤0.01%
10,610
-1,485
1080
$122K ﹤0.01%
+62,390
1081
$121K ﹤0.01%
38,464
-582
1082
$119K ﹤0.01%
18,190
-310
1083
$117K ﹤0.01%
+14,290
1084
$116K ﹤0.01%
11,415
-10,094
1085
$116K ﹤0.01%
+17,590
1086
$114K ﹤0.01%
+16,502
1087
$113K ﹤0.01%
11,659
-11,800
1088
$111K ﹤0.01%
10,600
-1,902
1089
$107K ﹤0.01%
25,471
1090
$106K ﹤0.01%
+15,407
1091
$102K ﹤0.01%
+23,166
1092
$102K ﹤0.01%
+11,708
1093
$95.5K ﹤0.01%
10,696
-6,970
1094
$94K ﹤0.01%
10,000
1095
$92.5K ﹤0.01%
+54,105
1096
$92.3K ﹤0.01%
+10,888
1097
$90.2K ﹤0.01%
15,563
-2,334
1098
$89.3K ﹤0.01%
10,397
-2,305
1099
$84.9K ﹤0.01%
+17,944
1100
$84.8K ﹤0.01%
+15,000
42 43
44
45 46