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
1101
$82K ﹤0.01%
10,867
-10,738
1102
$81.2K ﹤0.01%
20,239
-550,927
1103
$73.9K ﹤0.01%
+10,695
1104
$63.3K ﹤0.01%
+21,254
1105
$62.6K ﹤0.01%
+17,900
1106
$60K ﹤0.01%
+11,116
1107
$59.8K ﹤0.01%
14,123
-1,977
1108
$59.1K ﹤0.01%
+17,500
1109
$59.1K ﹤0.01%
+43,114
1110
$59K ﹤0.01%
+16,333
1111
$58K ﹤0.01%
10,682
-4,649
1112
$55.9K ﹤0.01%
+11,690
1113
$55.7K ﹤0.01%
+20,265
1114
$48K ﹤0.01%
11,352
-19,624
1115
$47.2K ﹤0.01%
10,936
+899
1116
$46.2K ﹤0.01%
+12,787
1117
$44.3K ﹤0.01%
+10,601
1118
$39.6K ﹤0.01%
55,000
1119
$36.5K ﹤0.01%
+10,256
1120
$34.5K ﹤0.01%
13,321
-5,178
1121
$28.5K ﹤0.01%
+13,031
1122
$27.8K ﹤0.01%
+1,449
1123
$26.4K ﹤0.01%
+11,878
1124
$19.6K ﹤0.01%
16,915
1125
$18.5K ﹤0.01%
+10,764
43 44
45
46 47