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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.39M 0.06%
8,653
+1,251
252
$1.36M 0.05%
29,401
+1,090
253
$1.36M 0.05%
23,990
254
$1.36M 0.05%
38,940
+284
255
$1.35M 0.05%
5,483
+147
256
$1.32M 0.05%
14,192
+1,151
257
$1.28M 0.05%
46,950
+1,675
258
$1.26M 0.05%
9,427
-1,179
259
$1.22M 0.05%
18,452
+116
260
$1.21M 0.05%
24,050
+17,550
261
$1.21M 0.05%
7,385
-16
262
$1.21M 0.05%
1,513
+90
263
$1.21M 0.05%
255,830
264
$1.2M 0.05%
23,503
+289
265
$1.18M 0.05%
46,516
-1,400
266
$1.18M 0.05%
22,748
-37,260
267
$1.17M 0.05%
29,759
268
$1.17M 0.05%
27,250
+1,060
269
$1.13M 0.05%
34,334
+1,460
270
$1.11M 0.04%
23,154
+1,587
271
$1.1M 0.04%
106,766
+32,181
272
$1.09M 0.04%
19,488
+588
273
$1.08M 0.04%
11,615
+494
274
$1.08M 0.04%
139,956
-298,350
275
$1.05M 0.04%
16,333
+1,075
9 10
11
12 13