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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.51M 0.07%
+197,450
227
$1.5M 0.07%
7,053
+238
228
$1.5M 0.07%
29,256
+134
229
$1.5M 0.07%
103,325
-2,410
230
$1.49M 0.07%
30,940
+3,283
231
$1.48M 0.07%
3,434
+3
232
$1.45M 0.07%
32,733
-5,996
233
$1.41M 0.07%
8,495
+223
234
$1.39M 0.07%
25,709
+801
235
$1.37M 0.07%
52,707
+1,299
236
$1.34M 0.06%
4,951
+1
237
$1.33M 0.06%
24,505
-2,533
238
$1.33M 0.06%
11,439
+100
239
$1.31M 0.06%
2,242
+148
240
$1.31M 0.06%
6,692
241
$1.3M 0.06%
28,070
+1,641
242
$1.3M 0.06%
45,825
+600
243
$1.3M 0.06%
5,894
-107
244
$1.29M 0.06%
23,990
-9,430
245
$1.28M 0.06%
7,402
246
$1.28M 0.06%
5,828
-745
247
$1.27M 0.06%
22,360
+1,112
248
$1.25M 0.06%
37,215
-1
249
$1.25M 0.06%
5,230
-303
250
$1.24M 0.06%
8,855
+358
8 9
10
11 12