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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.03M 0.04%
55,683
-11,273
277
$1.03M 0.04%
13,142
+1,235
278
$1.03M 0.04%
54,086
+2,451
279
$1.03M 0.04%
12,004
+55
280
$1.03M 0.04%
7,691
+388
281
$1.03M 0.04%
3,525
+442
282
$1.03M 0.04%
+12,415
283
$1.02M 0.04%
14,178
+220
284
$1.02M 0.04%
35,283
285
$995K 0.04%
17,044
+64
286
$976K 0.04%
19,335
-5,624
287
$958K 0.04%
3,597
+2,054
288
$958K 0.04%
19,863
-1,734
289
$951K 0.04%
24,240
+1,491
290
$949K 0.04%
52,588
291
$943K 0.04%
6,476
+8
292
$937K 0.04%
49,337
-72,602
293
$926K 0.04%
8,114
-1,866
294
$925K 0.04%
4,910
-92
295
$914K 0.04%
17,340
+695
296
$905K 0.04%
4,497
-1,296
297
$897K 0.04%
5,200
+11
298
$896K 0.04%
4,636
+106
299
$891K 0.04%
13,441
-698
300
$889K 0.04%
8,121
-391
10 11
12
13 14