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
151
$5.55M 0.17%
40,702
+6,010
152
$5.39M 0.16%
231,997
+25,574
153
$5.39M 0.16%
118,827
+846
154
$5.37M 0.16%
56,065
+3,629
155
$5.35M 0.16%
17,138
-729
156
$5.34M 0.16%
44,655
+17,600
157
$5.04M 0.15%
10,349
-3,982
158
$5.01M 0.15%
197,373
+22,132
159
$5M 0.15%
31,377
+2,403
160
$4.94M 0.15%
17,149
-3,748
161
$4.93M 0.15%
120,811
+2,694
162
$4.87M 0.15%
49,770
+4,400
163
$4.81M 0.14%
116,015
+32,004
164
$4.81M 0.14%
8,551
+690
165
$4.7M 0.14%
32,808
-7,409
166
$4.65M 0.14%
183,783
+169
167
$4.63M 0.14%
85,221
+312
168
$4.59M 0.14%
119,310
+102,550
169
$4.46M 0.13%
78,245
+24,739
170
$4.43M 0.13%
45,930
+2,039
171
$4.43M 0.13%
55,142
+1,139
172
$4.41M 0.13%
761
+37
173
$4.37M 0.13%
38,620
+2
174
$4.33M 0.13%
43,076
+1,174
175
$4.27M 0.13%
8,134
+4,253
5 6
7
8 9