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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.37M 0.06%
13,464
+221
252
$1.37M 0.06%
14,567
-1,100
253
$1.36M 0.06%
5,623
-254
254
$1.34M 0.06%
23,030
-255
255
$1.34M 0.06%
14,802
256
$1.33M 0.06%
8,939
+181
257
$1.33M 0.06%
273,814
-9,141
258
$1.33M 0.06%
29,296
+193
259
$1.33M 0.06%
41,068
+3,079
260
$1.32M 0.06%
3,540
-26
261
$1.31M 0.06%
49,946
-760
262
$1.29M 0.06%
11,683
+1,698
263
$1.27M 0.06%
18,148
+52
264
$1.26M 0.06%
7,016
+359
265
$1.24M 0.05%
72,175
+35
266
$1.23M 0.05%
4,632
267
$1.23M 0.05%
26,816
-201
268
$1.21M 0.05%
17,899
-835
269
$1.2M 0.05%
9,076
270
$1.18M 0.05%
33,842
-362
271
$1.17M 0.05%
6,080
-44
272
$1.15M 0.05%
1,949
-22
273
$1.14M 0.05%
10,153
-49
274
$1.11M 0.05%
19,298
+2,291
275
$1.1M 0.05%
21,419
+70
9 10
11
12 13