Holdings of EVERGREEN CAPITAL MANAGEMENT LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 1,342 in 27 countries
- Top ten
- 20.9 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 12.7 %
- Financials 6.7 %
- Industrials 6.5 %
- Communication 5.3 %
- Funds 5.2 %
- Health care 3.9 %
- Energy 3.8 %
- Consumer discretionary 3.7 %
- Consumer staples 1.9 %
- Real estate 1.0 %
- Materials 0.7 %
- Utilities 0.6 %
- Unattributed 47.9 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 97.4 %
- United Kingdom 0.8 %
- Taiwan 0.4 %
- Netherlands 0.4 %
- Japan 0.2 %
- Australia 0.1 %
- Spain 0.1 %
- Germany 0.1 %
- Luxembourg 0.1 %
- Denmark 0.1 %
- South Korea 0.0 %
- Brazil 0.0 %
- Other countries 0.3 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 1,269 | 4.3B $ | 97.41 % |
| 2 | United Kingdom | 17 | 33.8M $ | 0.77 % |
| 3 | Taiwan | 3 | 18.5M $ | 0.42 % |
| 4 | Netherlands | 5 | 16.9M $ | 0.39 % |
| 5 | Japan | 6 | 9.9M $ | 0.23 % |
| 6 | Australia | 2 | 5.4M $ | 0.12 % |
| 7 | Spain | 3 | 4.9M $ | 0.11 % |
| 8 | Germany | 1 | 2.8M $ | 0.06 % |
| 9 | Luxembourg | 2 | 2.3M $ | 0.05 % |
| 10 | Denmark | 2 | 2.2M $ | 0.05 % |
| 11 | South Korea | 5 | 2.1M $ | 0.05 % |
| 12 | Brazil | 5 | 1.9M $ | 0.04 % |
Cite this page
Titelia. "Holdings of EVERGREEN CAPITAL MANAGEMENT LLC". https://titelia.com/en/funds/US13F1260824