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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$685K 0.03%
5,061
302
$684K 0.03%
3,504
+157
303
$682K 0.03%
11,205
+509
304
$682K 0.03%
13,420
305
$675K 0.03%
6,513
+28
306
$673K 0.03%
13,552
307
$644K 0.03%
15,931
+3,618
308
$636K 0.03%
2,076
+273
309
$629K 0.03%
16,525
310
$622K 0.03%
9,967
+904
311
$618K 0.03%
3,638
+245
312
$613K 0.03%
71,991
+39,320
313
$610K 0.03%
15,042
+1,030
314
$602K 0.03%
7,440
315
$600K 0.03%
8,939
+207
316
$584K 0.03%
4,869
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317
$579K 0.03%
1,086
-1,407
318
$579K 0.03%
+4,007
319
$574K 0.03%
5,543
+476
320
$573K 0.03%
3,610
+6
321
$572K 0.03%
3,404
-28
322
$571K 0.03%
3,950
+74
323
$567K 0.03%
3,829
+46
324
$561K 0.03%
9,208
+649
325
$554K 0.03%
47,750
-1,350
11 12
13
14 15