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
201
$3.38M 0.1%
99,682
+9,561
202
$3.37M 0.1%
97,922
+21,470
203
$3.35M 0.1%
8,655
+2,586
204
$3.35M 0.1%
19,807
+729
205
$3.31M 0.1%
72,444
+6,860
206
$3.26M 0.1%
17,243
+609
207
$3.24M 0.1%
25,629
-3,124
208
$3.17M 0.1%
112,153
+9,706
209
$3.16M 0.1%
34,381
+1,500
210
$3.11M 0.09%
11,301
+988
211
$3.11M 0.09%
9,743
+244
212
$3.06M 0.09%
137,922
-1,164
213
$3.05M 0.09%
22,421
+4,438
214
$3.04M 0.09%
65,638
-25,764
215
$3.02M 0.09%
84,350
-829
216
$3.02M 0.09%
21,079
-397
217
$3.01M 0.09%
47,086
-15,775
218
$2.99M 0.09%
10,236
-746
219
$2.99M 0.09%
49,320
-9,770
220
$2.95M 0.09%
61,223
+9,941
221
$2.92M 0.09%
19,970
-52
222
$2.92M 0.09%
4
+3
223
$2.86M 0.09%
11,749
+369
224
$2.82M 0.08%
23,296
+5,578
225
$2.82M 0.08%
27,814
-10,752
7 8
9
10 11