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
$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
1176
– –
-13,644
1177
– –
-5,135
1178
– –
-10,955
1179
– –
-2,068
1180
– –
-4,315
1181
– –
-2,593
1182
– –
-1,540
1183
– –
-2,794
1184
– –
-5,305
1185
– –
-906
1186
– –
-7,262
1187
– –
-1,896
1188
– –
-7,789
1189
– –
-5,032
1190
– –
-10,574
1191
– –
-10,617
1192
– –
-74,263
1193
– –
-8,953
44 45 46 47
48