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
201
$2.35M 0.1%
23,889
-586
202
$2.33M 0.1%
38,365
+476
203
$2.28M 0.1%
77,652
+2,706
204
$2.23M 0.09%
49,846
+1,590
205
$2.23M 0.09%
17,959
+320
206
$2.21M 0.09%
27,368
+564
207
$2.21M 0.09%
42,170
+11,280
208
$2.2M 0.09%
30,147
209
$2.17M 0.09%
150,166
+693
210
$2.17M 0.09%
42,432
-212
211
$2.14M 0.09%
126,335
-426
212
$2.01M 0.08%
483,342
-4,790
213
$2.01M 0.08%
59,961
+2,979
214
$2M 0.08%
61,820
+1,650
215
$1.99M 0.08%
37,950
+1,188
216
$1.96M 0.08%
18,855
+813
217
$1.95M 0.08%
23,176
+16,113
218
$1.91M 0.08%
107,520
-4,620
219
$1.89M 0.08%
4,116
+167
220
$1.86M 0.08%
52,653
+1,475
221
$1.86M 0.08%
18,823
+2,433
222
$1.86M 0.08%
9,088
+1,177
223
$1.85M 0.08%
52,224
+984
224
$1.84M 0.08%
5,958
+1,631
225
$1.81M 0.08%
92,427
+6,578
7 8
9
10 11