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
$1.04B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.2M
3
+$8.39M
4
AMLP icon
Alerian MLP ETF
AMLP
+$4.56M
5
DCP
DCP Midstream, LP
DCP
+$3.27M

Top Sells

1
+$28.2M
2
+$5.95M
3
+$5.65M
4
SBB icon
ProShares Short SmallCap600
SBB
+$5.33M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$4.86M

Sector Composition

1 Energy 17.83%
2 Technology 6.23%
3 Financials 4.15%
4 Communication Services 3.84%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$241K 0.02%
+5,916
302
$240K 0.02%
+1,237
303
$239K 0.02%
+4,498
304
$237K 0.02%
+1,601
305
$236K 0.02%
+4,588
306
$234K 0.02%
+1,004
307
$233K 0.02%
3,743
-33,655
308
$230K 0.02%
+1,563
309
$229K 0.02%
7,883
+3,133
310
$229K 0.02%
+5,705
311
$228K 0.02%
+4,507
312
$226K 0.02%
+2,936
313
$226K 0.02%
+3,153
314
$226K 0.02%
+1,470
315
$225K 0.02%
+1,547
316
$224K 0.02%
+5,755
317
$224K 0.02%
+2,691
318
$223K 0.02%
+3,602
319
$220K 0.02%
+2,554
320
$220K 0.02%
+3,292
321
$220K 0.02%
+85,002
322
$219K 0.02%
2,586
323
$219K 0.02%
+7,400
324
$219K 0.02%
+2,820
325
$218K 0.02%
16,775
-251,275
11 12
13
14 15