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
$1.05B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.6M
3
+$9.47M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$9.42M
5
NLY icon
Annaly Capital Management
NLY
+$8.88M

Top Sells

1
+$11.3M
2
+$4.56M
3
+$3.23M
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$3.21M
5
UWN
Nevada Gold & Casinos, Ltd.
UWN
+$2.97M

Sector Composition

1 Energy 14.42%
2 Technology 9.35%
3 Industrials 5.78%
4 Communication Services 4.88%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$410K 0.04%
5,152
252
$409K 0.04%
1,624
-8
253
$406K 0.04%
+35,800
254
$401K 0.04%
7,733
+307
255
$397K 0.04%
16,110
256
$396K 0.04%
5,936
257
$394K 0.04%
15,010
258
$387K 0.04%
+5,000
259
$386K 0.04%
9,184
260
$384K 0.04%
3,834
261
$384K 0.04%
10,993
-497
262
$384K 0.04%
4,588
263
$383K 0.04%
1,905
+46
264
$382K 0.04%
3,909
265
$381K 0.04%
1,833
+15
266
$379K 0.04%
8,180
267
$378K 0.04%
13,485
+1,259
268
$377K 0.04%
9,780
+4,058
269
$377K 0.04%
11,650
-650
270
$376K 0.04%
+3,672
271
$374K 0.04%
8,796
+1
272
$368K 0.04%
4,685
+1,219
273
$364K 0.03%
6,831
+1,330
274
$363K 0.03%
4,435
+442
275
$363K 0.03%
2,086
+281
9 10
11
12 13