We are live on ! Find out more
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
$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
1151
– –
-3,547
1152
– –
-5,028
1153
– –
-6,467
1154
– –
-12,810
1155
– –
-5,069
1156
– –
-6,118
1157
– –
-10,018
1158
– –
-3,430
1159
– –
-3,402
1160
– –
-13,162
1161
– –
-10,393
1162
– –
-21,437
1163
– –
-2,135
1164
– –
-1,738
1165
– –
-9,750
1166
– –
-12,140
1167
– –
-3,509
1168
– –
-6,348
1169
– –
-3,850
1170
– –
-3,879
1171
– –
-3,781
1172
– –
-7,293
1173
– –
-6,107
1174
– –
-5,303
1175
– –
-1,353
45 46
47
48 49