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
$2.4B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.52M
4
CRH icon
CRH
CRH
+$8.22M
5
ENB icon
Enbridge
ENB
+$7.87M

Top Sells

1
+$18.5M
2
+$8.95M
3
+$8.5M
4
WFG icon
West Fraser Timber
WFG
+$5.75M
5
ERIC icon
Ericsson
ERIC
+$5.57M

Sector Composition

1 Technology 14.27%
2 Energy 9.48%
3 Financials 6.4%
4 Consumer Discretionary 5.69%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.37M 0.06%
2,617
-35
252
$1.36M 0.06%
3,566
+124
253
$1.36M 0.06%
282,955
+263,694
254
$1.34M 0.06%
18,734
+1,655
255
$1.34M 0.06%
13,243
+1,535
256
$1.33M 0.06%
6,618
+547
257
$1.33M 0.06%
18,096
+507
258
$1.32M 0.06%
9,985
-501
259
$1.31M 0.05%
14,734
+4,825
260
$1.3M 0.05%
5,875
-1,075
261
$1.3M 0.05%
5,877
+69
262
$1.29M 0.05%
6,124
+36
263
$1.29M 0.05%
80,915
-2,328
264
$1.27M 0.05%
4,632
-358
265
$1.26M 0.05%
17,007
-1,884
266
$1.25M 0.05%
10,202
-117
267
$1.24M 0.05%
34,204
-8,771
268
$1.22M 0.05%
9,076
269
$1.21M 0.05%
12,324
-1,108
270
$1.17M 0.05%
29,046
-5,512
271
$1.17M 0.05%
2,910
+197
272
$1.17M 0.05%
27,017
+343
273
$1.16M 0.05%
15,138
-183
274
$1.14M 0.05%
239,409
+15,855
275
$1.14M 0.05%
21,349
+4,827
9 10
11
12 13