EQF

Evergreen Quality Fund Portfolio holdings

AUM $4.37B
1-Year Est. Return 119.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+119.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.37B
AUM Growth
-$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$112M
3 +$42.4M
4
PAYP
PayPay
PAYP
+$24M
5
TSEM icon
Tower Semiconductor
TSEM
+$22M

Top Sells

1 +$437M
2 +$409M
3 +$266M
4
MCO icon
Moody's
MCO
+$160M
5
SE icon
Sea Limited
SE
+$94.1M

Sector Composition

1 Technology 37.62%
2 Communication Services 20.52%
3 Industrials 14.96%
4 Materials 9.68%
5 Financials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TIGR
51
UP Fintech Holding
TIGR
$801M
-80,700
VRT icon
52
Vertiv
VRT
$115B
-99,400
ZM icon
53
Zoom
ZM
$29.8B
-1,028,600