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
276
$1.4M 0.05%
20,381
-622
277
$1.4M 0.05%
+39,835
278
$1.36M 0.05%
57,657
-105
279
$1.33M 0.05%
38,182
-429
280
$1.33M 0.05%
22,175
+716
281
$1.31M 0.05%
3,923
+588
282
$1.3M 0.05%
16,605
+1,356
283
$1.29M 0.05%
11,500
284
$1.24M 0.04%
2,636
+220
285
$1.23M 0.04%
2,752
+254
286
$1.22M 0.04%
3,697
+82
287
$1.22M 0.04%
11,062
+564
288
$1.2M 0.04%
5,044
+201
289
$1.19M 0.04%
6,705
290
$1.17M 0.04%
11,887
-350
291
$1.16M 0.04%
4,785
292
$1.16M 0.04%
3,989
+2,396
293
$1.14M 0.04%
6,260
+191
294
$1.14M 0.04%
35,283
295
$1.13M 0.04%
6,948
+146
296
$1.09M 0.04%
25,671
+3,876
297
$1.09M 0.04%
40,830
298
$1.07M 0.04%
3,240
+205
299
$1.05M 0.04%
6,636
-1,517
300
$1.05M 0.04%
63,998
-30,055
10 11
12
13 14