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
$497M
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.18M
3
+$3.84M
4
VZ icon
Verizon
VZ
+$3.63M
5
MYY icon
ProShares Short MidCap400
MYY
+$2.81M

Top Sells

1
+$15.1M
2
+$10.2M
3
+$7.42M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$5.93M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.32M

Sector Composition

1 Technology 10.43%
2 Energy 9.96%
3 Industrials 7.06%
4 Healthcare 6.75%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-191,455
102
– –
-126,178
103
– –
-18,333
104
– –
-4,363
105
– –
-21,931
106
– –
-9,000
107
– –
-6,275
108
– –
-3,156
1 2 3 4
5