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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.85M 0.08%
22,676
-500
227
$1.84M 0.08%
5,985
+27
228
$1.82M 0.08%
13,144
-20,544
229
$1.82M 0.08%
124,905
-1,430
230
$1.8M 0.08%
35,676
231
$1.79M 0.08%
53,118
+894
232
$1.72M 0.08%
52,303
-350
233
$1.69M 0.07%
31,574
+558
234
$1.68M 0.07%
18,437
-386
235
$1.67M 0.07%
94,359
+1,932
236
$1.67M 0.07%
64,135
-9
237
$1.67M 0.07%
11,878
+152
238
$1.65M 0.07%
3,241
+130
239
$1.64M 0.07%
21,378
-448
240
$1.62M 0.07%
21,609
-1,689
241
$1.6M 0.07%
109,466
+1,946
242
$1.54M 0.07%
45,914
+239
243
$1.51M 0.07%
13,155
-500
244
$1.47M 0.06%
15,196
-273
245
$1.47M 0.06%
9,233
+560
246
$1.43M 0.06%
6,691
+73
247
$1.41M 0.06%
28,390
248
$1.4M 0.06%
2,512
+18
249
$1.39M 0.06%
36,552
+1,100
250
$1.38M 0.06%
2,725
+108
8 9
10
11 12