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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.75M 0.07%
45,653
-18,335
227
$1.74M 0.07%
3,641
+207
228
$1.73M 0.07%
+35,056
229
$1.73M 0.07%
84,336
230
$1.7M 0.07%
29,319
-29
231
$1.7M 0.07%
32,741
+5
232
$1.69M 0.07%
2,528
+82
233
$1.69M 0.07%
33,308
+1,365
234
$1.68M 0.07%
43,082
+18,290
235
$1.67M 0.07%
28,270
-656
236
$1.67M 0.07%
59,613
+33,410
237
$1.67M 0.07%
109,190
-24,885
238
$1.67M 0.07%
8,000
-145
239
$1.66M 0.07%
6,515
240
$1.65M 0.07%
7,223
+174
241
$1.63M 0.07%
76,315
+3,227
242
$1.62M 0.06%
69,686
+2,567
243
$1.57M 0.06%
31,162
+4,240
244
$1.52M 0.06%
56,765
-28,100
245
$1.51M 0.06%
4,953
+2
246
$1.47M 0.06%
48,759
-36,871
247
$1.47M 0.06%
2,591
-58
248
$1.46M 0.06%
6,681
-11
249
$1.46M 0.06%
9,853
+389
250
$1.45M 0.06%
+61,385
8 9
10
11 12