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
176
$4.27M 0.13%
100,176
+32,610
177
$4.08M 0.12%
118,835
+1,245
178
$4.05M 0.12%
5,148
+114
179
$4.03M 0.12%
53,756
-7,335
180
$4.01M 0.12%
35,291
+2,616
181
$4.01M 0.12%
36,440
+1,904
182
$3.95M 0.12%
101,195
-8,795
183
$3.89M 0.12%
52,198
-55,849
184
$3.86M 0.12%
174,648
-589
185
$3.86M 0.12%
65,620
-83,556
186
$3.77M 0.11%
12,356
-3,834
187
$3.72M 0.11%
24,895
-3,917
188
$3.72M 0.11%
12,604
+704
189
$3.71M 0.11%
139,691
+1,250
190
$3.69M 0.11%
34,370
-1,802
191
$3.67M 0.11%
12,761
+501
192
$3.64M 0.11%
42,576
+636
193
$3.61M 0.11%
124,797
+12,747
194
$3.57M 0.11%
43,205
-109
195
$3.55M 0.11%
61,006
-23,063
196
$3.52M 0.11%
+33,070
197
$3.5M 0.11%
40,904
+1
198
$3.45M 0.1%
34,035
+129
199
$3.4M 0.1%
260,190
-2,910
200
$3.4M 0.1%
11,181
+1,107
6 7
8
9 10