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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$16.7M
3
+$15.2M
4
UBER icon
Uber
UBER
+$11M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$10.2M

Top Sells

1
+$30.1M
2
+$13.3M
3
+$12.4M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$9.66M
5
TOO
Teekay Offshore Partners L.P.
TOO
+$8.28M

Sector Composition

1 Energy 12.67%
2 Technology 10.93%
3 Communication Services 5.48%
4 Industrials 5.23%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$508K 0.04%
3,868
+210
252
$507K 0.04%
13,500
253
$500K 0.04%
5,843
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254
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255
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256
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257
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2,220
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258
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16,290
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259
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260
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261
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19,000
262
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4,025
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263
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4,169
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264
$460K 0.04%
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265
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266
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267
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14,575
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270
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271
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272
$429K 0.04%
885
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273
$422K 0.04%
5,529
-18
274
$421K 0.04%
9,906
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275
$421K 0.04%
+6,400
9 10
11
12 13