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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$609K 0.03%
16,525
302
$594K 0.03%
18,156
+240
303
$583K 0.03%
7,440
-1,200
304
$581K 0.03%
17,240
+2,028
305
$576K 0.03%
+3,347
306
$574K 0.03%
24,635
+2,610
307
$571K 0.03%
8,732
+821
308
$567K 0.03%
10,696
+31
309
$546K 0.03%
3,604
310
$530K 0.03%
9,063
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311
$527K 0.03%
+10,295
312
$525K 0.03%
8,559
-10,576
313
$523K 0.03%
3,783
-17,050
314
$517K 0.03%
15,974
315
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+3,876
316
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3,393
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317
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2,550
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318
$508K 0.03%
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+36
319
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19,000
320
$498K 0.03%
3,432
-196
321
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2,150
+27
322
$493K 0.03%
10,945
+1,445
323
$492K 0.03%
8,904
-284
324
$486K 0.02%
+8,412
325
$483K 0.02%
12,313
+1,588
11 12
13
14 15