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
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.7M 0.06%
3,876
+291
252
$1.7M 0.06%
25,921
-6,272
253
$1.69M 0.06%
8,389
+422
254
$1.66M 0.06%
14,802
255
$1.65M 0.06%
4,526
-74
256
$1.65M 0.06%
15,861
-1,430
257
$1.64M 0.06%
2,965
+219
258
$1.61M 0.06%
22,757
+2,973
259
$1.6M 0.06%
+20,025
260
$1.6M 0.06%
6,683
+183
261
$1.6M 0.06%
16,518
+105
262
$1.58M 0.06%
20,231
+1,270
263
$1.56M 0.06%
30,390
-577
264
$1.55M 0.06%
9,076
265
$1.55M 0.06%
35,269
+182
266
$1.54M 0.06%
14,424
-268
267
$1.52M 0.06%
35,806
+1,254
268
$1.47M 0.05%
18,861
-5,056
269
$1.46M 0.05%
35,081
-200,939
270
$1.45M 0.05%
+50,163
271
$1.45M 0.05%
4,259
+212
272
$1.43M 0.05%
6,992
-87
273
$1.43M 0.05%
38,387
+2,000
274
$1.42M 0.05%
13,863
-3,097
275
$1.41M 0.05%
26,506
+372
9 10
11
12 13