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
1126
$7.73K ﹤0.01%
14,983
1127
– –
-7,071
1128
– –
-5,583
1129
– –
-1,880
1130
– –
-6,297
1131
– –
-10,625
1132
– –
-8,960
1133
– –
-3,019
1134
– –
-11,880
1135
– –
-6,196
1136
– –
-1,348
1137
– –
-11,633
1138
– –
-4,589
1139
– –
-11,930
1140
– –
-14,986
1141
– –
-5,519
1142
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-1,428
1143
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-15,593
1144
– –
-4,832
1145
– –
-2,611
1146
– –
-12,009
1147
– –
-5,556
1148
– –
-10,706
1149
– –
-43,199
1150
– –
-7,293
44 45
46
47 48