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
301
$1.04M 0.04%
4,570
+553
302
$1.04M 0.04%
1,325
-1,284
303
$1.04M 0.04%
4,988
+385
304
$1.02M 0.04%
15,515
+179
305
$1.02M 0.04%
19,816
+2,000
306
$1.01M 0.04%
24,474
+160
307
$1.01M 0.04%
4,777
+99
308
$1M 0.04%
5,627
+438
309
$999K 0.04%
37,583
+1,505
310
$998K 0.04%
3,777
+27
311
$995K 0.04%
3,978
+554
312
$991K 0.04%
15,613
+1,281
313
$989K 0.04%
21,266
+3,085
314
$974K 0.04%
63,652
+642
315
$955K 0.03%
8,981
+188
316
$954K 0.03%
23,122
+1,918
317
$952K 0.03%
6,755
+213
318
$940K 0.03%
14,275
-400
319
$931K 0.03%
5,524
+38
320
$909K 0.03%
8,520
+930
321
$909K 0.03%
42,819
+25
322
$907K 0.03%
11,422
+1,736
323
$902K 0.03%
7,679
324
$902K 0.03%
35,825
325
$894K 0.03%
15,657
-1,664
11 12
13
14 15