ECM

Evergreen Capital Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$29.3M
3
+$18.9M
4
NKE icon
Nike
NKE
+$10.2M
5
MTBA icon
Simplify MBS ETF
MTBA
+$8.58M

Top Sells

1
+$22.1M
2
+$19.9M
3
+$12.3M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$12.2M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$12M

Sector Composition

1 Technology 14.7%
2 Energy 9.58%
3 Financials 6.77%
4 Industrials 6.54%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.09M 0.08%
10,919
-716
227
$2.06M 0.08%
2,121
+165
228
$2.05M 0.08%
8,997
+265
229
$2.04M 0.08%
29,400
+7,430
230
$2.04M 0.08%
35,379
-10,500
231
$2.01M 0.08%
511,967
+22,960
232
$1.99M 0.08%
2,609
+80
233
$1.97M 0.07%
17,291
+44
234
$1.92M 0.07%
32,193
+1,371
235
$1.88M 0.07%
268,408
+2,412
236
$1.86M 0.07%
21,627
+275
237
$1.82M 0.07%
19,735
-10,300
238
$1.82M 0.07%
10,073
+496
239
$1.81M 0.07%
103,007
+4,904
240
$1.8M 0.07%
3,567
+160
241
$1.79M 0.07%
72,585
+8,145
242
$1.78M 0.07%
7,079
+275
243
$1.77M 0.07%
18,168
-432
244
$1.74M 0.07%
13,225
245
$1.66M 0.06%
3,585
+54
246
$1.63M 0.06%
6,500
-436
247
$1.62M 0.06%
14,802
248
$1.61M 0.06%
16,413
-1
249
$1.6M 0.06%
2,746
+155
250
$1.59M 0.06%
30,967
+2,577
8 9
10
11 12