ECM

Evergreen Capital Management Portfolio holdings

AUM $4.47B
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$11M
3
+$10.6M
4
TCP
TC Pipelines LP
TCP
+$5.09M
5
MSFT icon
Microsoft
MSFT
+$4.07M

Top Sells

1
+$15.5M
2
+$5.85M
3
+$5.76M
4
MPLX icon
MPLX
MPLX
+$5.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.3M

Sector Composition

1 Energy 15.95%
2 Technology 6.9%
3 Communication Services 4.65%
4 Financials 4.25%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$423K 0.04%
5,469
+169
227
$419K 0.04%
19,634
+465
228
$411K 0.04%
6,139
-225
229
– –
0
230
$400K 0.04%
2,556
+56
231
$392K 0.04%
2,322
+157
232
$387K 0.04%
+11,579
233
$385K 0.04%
2,992
+115
234
$369K 0.03%
3,188
+268
235
$368K 0.03%
12,158
+711
236
$367K 0.03%
1,854
+40
237
$361K 0.03%
1,868
+27
238
$353K 0.03%
7,949
+464
239
$351K 0.03%
3,834
240
$346K 0.03%
3,077
-432
241
$346K 0.03%
5,071
+101
242
$345K 0.03%
1,190
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243
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+18,740
244
$343K 0.03%
3,092
245
$341K 0.03%
2,409
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246
$336K 0.03%
3,129
+42
247
$336K 0.03%
4,544
+95
248
$333K 0.03%
18,190
249
$333K 0.03%
3,297
250
$330K 0.03%
7,393
+500
8 9
10
11 12