Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EVERGREEN CAPITAL MANAGEMENT LLC 02-14-2024 12-31-2023 1270 2,447,379,541
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $90,565,149 240,840 0.00 0.00 -32,890 -12.02 12-31-2023
PACCAR INC COM 2 $68,644,309 680,623 0.00 0.00 11,513 1.72 12-31-2023
SPDR SER TR PORTFOLIO SH TSR 3 $62,712,986 2,158,795 0.00 0.00 -680,480 -23.97 12-31-2023
APPLE INC COM 4 $62,673,711 325,527 0.00 0.00 4,741 1.48 12-31-2023
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