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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.41M 0.07%
9,961
-3,680
227
$1.34M 0.07%
26,925
+14,300
228
$1.34M 0.07%
32,793
-1
229
$1.33M 0.07%
110,129
-36,730
230
$1.33M 0.07%
23,898
+3,076
231
$1.32M 0.07%
753
-119
232
$1.31M 0.07%
54,064
+19,350
233
$1.31M 0.07%
+18,992
234
$1.3M 0.07%
+14,638
235
$1.3M 0.07%
74,090
-25,190
236
$1.29M 0.07%
2,368
-113
237
$1.28M 0.07%
+43,455
238
$1.22M 0.06%
31,066
+1,206
239
$1.17M 0.06%
15,136
+716
240
$1.15M 0.06%
27,655
-1,083
241
$1.15M 0.06%
54,166
-216,280
242
$1.15M 0.06%
11,917
-805
243
$1.14M 0.06%
12,606
-2,435
244
$1.13M 0.06%
64,106
-6,235
245
$1.08M 0.06%
23,990
-375
246
$1.06M 0.06%
6,878
+1,345
247
$1.03M 0.05%
15,630
+1,688
248
$1.03M 0.05%
3,714
-669
249
$1M 0.05%
8,653
250
$992K 0.05%
4,535
-559
8 9
10
11 12