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
$1.04B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.2M
3
+$8.39M
4
AMLP icon
Alerian MLP ETF
AMLP
+$4.56M
5
DCP
DCP Midstream, LP
DCP
+$3.27M

Top Sells

1
+$28.2M
2
+$5.95M
3
+$5.65M
4
SBB icon
ProShares Short SmallCap600
SBB
+$5.33M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$4.86M

Sector Composition

1 Energy 17.83%
2 Technology 6.23%
3 Financials 4.15%
4 Communication Services 3.84%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$320K 0.03%
+2,735
252
$318K 0.03%
+10,570
253
$317K 0.03%
+3,813
254
$316K 0.03%
9,258
+2,437
255
$313K 0.03%
+6,581
256
$310K 0.03%
+3,092
257
$307K 0.03%
+2,920
258
$306K 0.03%
2,184
+342
259
$306K 0.03%
2,959
+622
260
$305K 0.03%
+2,892
261
$305K 0.03%
3,339
262
$303K 0.03%
6,443
+76
263
$303K 0.03%
+13,730
264
$302K 0.03%
+2,514
265
$302K 0.03%
+7,912
266
$298K 0.03%
+4,114
267
$298K 0.03%
+4,970
268
$297K 0.03%
+12,074
269
$295K 0.03%
+3,694
270
$294K 0.03%
+16,888
271
$293K 0.03%
+3,834
272
$292K 0.03%
+2,143
273
$291K 0.03%
+4,721
274
– –
0
275
$290K 0.03%
1,811
+23
9 10
11
12 13