ECM

Evergreen Capital Management Portfolio holdings

AUM $4.2B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.38M 0.07%
+51,408
227
$1.38M 0.07%
29,122
+209
228
$1.36M 0.07%
3,431
+125
229
$1.36M 0.07%
11,339
+1,332
230
$1.35M 0.07%
26,581
-3,025
231
$1.34M 0.07%
105,735
-2,915
232
$1.33M 0.07%
8,272
+748
233
$1.32M 0.07%
6,001
-3,796
234
$1.32M 0.07%
2,493
235
$1.31M 0.07%
24,908
+3,596
236
$1.29M 0.07%
35,363
+4,388
237
$1.26M 0.06%
817,495
+41,812
238
$1.23M 0.06%
53,994
-80,796
239
$1.22M 0.06%
47,396
-33,596
240
$1.21M 0.06%
27,657
+1,491
241
$1.21M 0.06%
45,225
+23,150
242
$1.21M 0.06%
37,216
-2,200
243
$1.2M 0.06%
4,950
244
$1.2M 0.06%
6,692
245
$1.18M 0.06%
26,429
-860
246
$1.17M 0.06%
+23,250
247
$1.17M 0.06%
10,249
-122
248
$1.16M 0.06%
51,051
-9,997
249
$1.15M 0.06%
13,725
+163
250
$1.15M 0.06%
21,248
+4,023
8 9
10
11 12