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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.11M 0.06%
7,402
+42
252
$1.08M 0.06%
8,497
-9,166
253
$1.06M 0.05%
7,479
+389
254
$1.04M 0.05%
18,134
+90
255
$1.02M 0.05%
29,983
+224
256
$1.02M 0.05%
30,478
-1,002
257
$995K 0.05%
2,094
+271
258
$991K 0.05%
6,538
+157
259
$975K 0.05%
17,482
260
$935K 0.05%
23,701
+43
261
$926K 0.05%
8,462
+23
262
$886K 0.05%
13,587
+1,556
263
$842K 0.04%
35,825
264
$835K 0.04%
3,024
+112
265
$831K 0.04%
21,508
+277
266
$814K 0.04%
6,889
+709
267
$809K 0.04%
16,100
268
$807K 0.04%
4,271
-819
269
$795K 0.04%
62,983
-475
270
$794K 0.04%
6,187
+5
271
$786K 0.04%
6,458
+175
272
$783K 0.04%
52,588
273
$776K 0.04%
10,047
+1,197
274
$764K 0.04%
10,470
+3,225
275
$759K 0.04%
15,450
+17
9 10
11
12 13