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Home > Institutional Investor > Evergreen Capital Management Llc > Profile

Instuitional Investor - Evergreen Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Evergreen Capital Management Llc
Portfolio Value $2,447,379,541
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 240,840 $90,565,149 3.7%
2.
Paccar Inc
 PCAR 680,623 $68,644,309 2.8%
3.
Spdr Ser Tr
 2,158,795 $62,712,986 2.56%
4.
Apple Inc.
 AAPL 325,527 $62,673,711 2.56%
5.
Ishares Tr
 472,485 $55,342,220 2.26%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)