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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.24M 0.06%
51,051
252
$1.22M 0.06%
7,372
-107
253
$1.17M 0.06%
10,125
-124
254
$1.14M 0.05%
52,266
-1,728
255
$1.13M 0.05%
25,482
+1,781
256
$1.12M 0.05%
32,329
+1,851
257
$1.1M 0.05%
18,236
+102
258
$1.09M 0.05%
21,111
+5,661
259
$1.07M 0.05%
29,759
-224
260
$1.05M 0.05%
14,461
+874
261
$1.02M 0.05%
17,482
262
$1.01M 0.05%
2,059
+82
263
$996K 0.05%
3,561
-65
264
$991K 0.05%
32,290
-75
265
$985K 0.05%
3,342
+318
266
$983K 0.05%
11,870
+2,239
267
$977K 0.05%
1,937
+373
268
$977K 0.05%
52,588
269
$967K 0.05%
19,152
-96,608
270
$961K 0.05%
23,703
+2,195
271
$952K 0.05%
+35,283
272
$942K 0.05%
8,487
+25
273
$939K 0.04%
11,009
+962
274
$925K 0.04%
18,236
-10,025
275
$916K 0.04%
1,326
+111
9 10
11
12 13