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
101
$9.04M 0.27%
38,014
+797
102
$9.02M 0.27%
67,330
+1,460
103
$8.98M 0.27%
8,558
+193
104
$8.7M 0.26%
79,056
-9,778
105
$8.65M 0.26%
171,911
+34,199
106
$8.64M 0.26%
150,053
+5,192
107
$8.51M 0.26%
63,850
+1,012
108
$8.44M 0.25%
144,760
-8,261
109
$8.43M 0.25%
85,441
+7,484
110
$8.4M 0.25%
89,680
+48,389
111
$8.39M 0.25%
116,905
-31,030
112
$8.36M 0.25%
23,537
+1,009
113
$8.32M 0.25%
170,239
+5,494
114
$8.12M 0.24%
81,073
-41,327
115
$7.99M 0.24%
123,210
116
$7.96M 0.24%
9,928
+38
117
$7.83M 0.24%
23,913
+796
118
$7.71M 0.23%
828,645
+7,074
119
$7.69M 0.23%
500,142
+37,678
120
$7.56M 0.23%
343,026
-17,242
121
$7.53M 0.23%
34,891
+960
122
$7.49M 0.23%
64,871
-9,284
123
$7.43M 0.22%
56,284
+8,666
124
$7.37M 0.22%
101,343
-32,657
125
$7.21M 0.22%
24,121
+16,938
3 4
5
6 7