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
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.21M 0.08%
19,341
+287
227
$2.19M 0.08%
12,687
+1,768
228
$2.19M 0.08%
9,684
+7
229
$2.17M 0.08%
6,935
+191
230
$2.15M 0.08%
2,102
-19
231
$2.12M 0.08%
9,137
+140
232
$2.1M 0.08%
109,817
+6,810
233
$2.08M 0.08%
541,972
+30,005
234
$2.05M 0.07%
23,218
-9,440
235
$2.02M 0.07%
10,297
+423
236
$2.02M 0.07%
17,942
-827
237
$1.98M 0.07%
6,517
+263
238
$1.96M 0.07%
34,379
-1,000
239
$1.94M 0.07%
21,743
+116
240
$1.91M 0.07%
19,029
+861
241
$1.87M 0.07%
3,360
-207
242
$1.79M 0.06%
9,204
+2,299
243
$1.78M 0.06%
4,007
+64
244
$1.78M 0.06%
12,017
+118
245
$1.76M 0.06%
71,917
-668
246
$1.74M 0.06%
29,378
+2,138
247
$1.74M 0.06%
13,695
+470
248
$1.73M 0.06%
10,695
+622
249
$1.72M 0.06%
55,669
-6,962
250
$1.72M 0.06%
45,434
+9,364
8 9
10
11 12