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
126
$7.15M 0.22%
119,106
+45,922
127
$7.15M 0.22%
57,978
+8,082
128
$7.05M 0.21%
167,972
+800
129
$6.99M 0.21%
8,963
-247
130
$6.88M 0.21%
321,751
+18,305
131
$6.82M 0.21%
63,304
+3,549
132
$6.82M 0.21%
176,323
-350
133
$6.78M 0.2%
1,147,252
-12,795
134
$6.68M 0.2%
157,508
+7,538
135
$6.58M 0.2%
22,629
+650
136
$6.57M 0.2%
27,651
-390
137
$6.55M 0.2%
29,414
-10,335
138
$6.45M 0.19%
254,542
-4,638
139
$6.34M 0.19%
238,980
+86,569
140
$6.23M 0.19%
28,062
+544
141
$6.05M 0.18%
97,554
+9,158
142
$5.99M 0.18%
108,768
+16,074
143
$5.96M 0.18%
74,945
+5,457
144
$5.88M 0.18%
267,917
-5,121
145
$5.86M 0.18%
286,765
-1,602
146
$5.77M 0.17%
169,130
-9,770
147
$5.75M 0.17%
23,158
-1,231
148
$5.71M 0.17%
301,410
-39,578
149
$5.65M 0.17%
15,409
-146
150
$5.6M 0.17%
18,385
+233
4 5
6
7 8