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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$975K 0.05%
19,216
-5,672
252
$968K 0.05%
17,489
+459
253
$949K 0.05%
23,259
-1,083
254
$947K 0.05%
4,488
-311
255
$944K 0.05%
23,286
-108
256
$939K 0.05%
8,403
+1,803
257
$916K 0.05%
6,588
-1,492
258
$911K 0.05%
5,281
-1,100
259
$900K 0.05%
3,698
-7,465
260
$899K 0.05%
2,332
-1,128
261
$895K 0.05%
1,881
+254
262
$895K 0.05%
14,345
+446
263
$882K 0.05%
+65,694
264
$879K 0.05%
22,430
-3,214
265
$877K 0.05%
10,381
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266
$863K 0.04%
6,107
-2,202
267
$857K 0.04%
40,853
-20,565
268
$853K 0.04%
7,252
-20,314
269
$831K 0.04%
29,759
270
$822K 0.04%
35,283
271
$806K 0.04%
+7,875
272
$797K 0.04%
12,758
-386
273
$789K 0.04%
+9,245
274
$780K 0.04%
8,190
-3,905
275
$779K 0.04%
12,309
+232
9 10
11
12 13