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
$385M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$11.5M
2 +$5.6M
3 +$4.9M
4
JPM icon
JPMorgan Chase
JPM
+$3.59M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$3.45M

Sector Composition

1 Energy 11.75%
2 Industrials 9.71%
3 Technology 7.22%
4 Healthcare 6.02%
5 Financials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,130