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
$2.4B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.9M
3
+$8.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.05M
5
CRH icon
CRH
CRH
+$7.36M

Top Sells

1
+$18.4M
2
+$8.95M
3
+$7.38M
4
ERIC icon
Ericsson
ERIC
+$5.57M
5
WFG icon
West Fraser Timber
WFG
+$5.02M

Sector Composition

1 Technology 14.27%
2 Energy 9.48%
3 Financials 6.4%
4 Consumer Discretionary 5.69%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.15M 0.13%
32,564
-92
177
$3.11M 0.13%
179,166
+28,106
178
$3.05M 0.13%
115,019
+48,930
179
$3.03M 0.13%
32,081
+470
180
$3.01M 0.13%
+169,084
181
$3.01M 0.13%
158,514
-1,495
182
$2.99M 0.13%
34,604
+833
183
$2.97M 0.12%
32,826
+1,593
184
$2.96M 0.12%
22,828
+207
185
$2.93M 0.12%
158,140
+3,280
186
$2.91M 0.12%
106,008
+5,565
187
$2.9M 0.12%
89,541
+2,260
188
$2.89M 0.12%
48,219
+71
189
$2.88M 0.12%
25,197
+526
190
$2.87M 0.12%
27,328
+2,292
191
$2.83M 0.12%
237,931
-2,356
192
$2.8M 0.12%
63,670
+7,280
193
$2.77M 0.12%
48,045
-2,835
194
$2.63M 0.11%
113,925
+19,525
195
$2.61M 0.11%
45,879
+2,395
196
$2.55M 0.11%
38,350
+2,000
197
$2.53M 0.11%
71,718
-6,750
198
$2.42M 0.1%
+33,320
199
$2.39M 0.1%
40,871
+628
200
$2.38M 0.1%
11,485
+298
6 7
8
9 10