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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$913K 0.04%
15,088
+2,106
277
$908K 0.04%
4,720
+449
278
$906K 0.04%
7,302
+413
279
$893K 0.04%
6,544
+357
280
$871K 0.04%
35,825
281
$859K 0.04%
6,468
+10
282
$823K 0.04%
62,033
-950
283
$811K 0.04%
4,636
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284
$811K 0.04%
37,872
-142
285
$809K 0.04%
11,927
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286
$794K 0.04%
16,337
+1,319
287
$792K 0.04%
10,490
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288
$791K 0.04%
22,344
+4,188
289
$778K 0.04%
7,076
290
$769K 0.04%
6,008
+55
291
$767K 0.04%
18,318
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292
$758K 0.04%
15,100
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293
$745K 0.04%
10,168
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294
$736K 0.04%
5,476
-135
295
$710K 0.03%
4,465
+53
296
$710K 0.03%
2,984
+434
297
$708K 0.03%
8,970
+8
298
$701K 0.03%
1,852
+118
299
$701K 0.03%
14,910
+1,257
300
$691K 0.03%
8,394
-5,331
10 11
12
13 14