EVERGREEN CAPITAL MANAGEMENT LLC - Portfolio overview

EVERGREEN CAPITAL MANAGEMENT LLC has 1626 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IEMG - ISHARES INC, 5.44%
2. IEI - ISHARES TR, 2.62%
3. SHY - ISHARES TR, 2.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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