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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$757K 0.04%
1,977
+353
277
$751K 0.04%
11,176
-265
278
$750K 0.04%
1,215
+215
279
$748K 0.04%
12,982
+714
280
$747K 0.04%
5,953
281
$735K 0.04%
9,631
+2,160
282
$734K 0.04%
3,626
+19
283
$730K 0.04%
5,611
+1,287
284
$730K 0.04%
7,076
285
$727K 0.04%
9,621
+4,491
286
$714K 0.04%
1,564
+154
287
$707K 0.04%
38,014
+1,107
288
$701K 0.04%
32,365
-7,135
289
$697K 0.04%
4,412
+1,395
290
$687K 0.04%
5,061
291
$681K 0.03%
13,420
-50
292
$680K 0.03%
8,962
-70
293
$664K 0.03%
15,018
-368
294
$649K 0.03%
26,186
-278
295
$641K 0.03%
1,734
+718
296
$631K 0.03%
+6,485
297
$625K 0.03%
56,130
298
$619K 0.03%
13,552
299
$618K 0.03%
13,653
+1,842
300
$611K 0.03%
3,915
+690
10 11
12
13 14