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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$775K 0.04%
33,701
-1,882
277
$764K 0.04%
4,385
+402
278
$755K 0.04%
3,356
-186
279
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6,345
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280
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15,100
281
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6,555
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282
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9,762
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283
$738K 0.04%
6,827
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284
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11,228
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285
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7,101
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286
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35,825
287
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288
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289
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28,945
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290
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291
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292
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293
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294
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15,856
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295
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296
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139,000
-116,830
297
$672K 0.03%
6,937
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298
$666K 0.03%
3,954
+242
299
$659K 0.03%
17,250
300
$657K 0.03%
10,776
+664
10 11
12
13 14