ECM
Evergreen Capital Management Portfolio holdings
AUM
$4.47B
1-Year Est. Return
21.73%
This Fund
S&P 500
1 Year Est. Return
+21.73%
AUM
$1.07B
AUM Growth
+$24M
(+2.3%)
Holding
405
Top Buys
| 1 | +$21.1M | |
| 2 | +$11M | |
| 3 | +$10.6M | |
| 4 |
TCP
TC Pipelines LP
TCP
|
+$5.09M |
| 5 |
Microsoft
MSFT
|
+$4.07M |
Top Sells
| 1 | +$15.5M | |
| 2 | +$5.85M | |
| 3 | +$5.76M | |
| 4 |
MPLX
MPLX
|
+$5.64M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$5.3M |
Sector Composition
| 1 | Energy | 15.95% |
| 2 | Technology | 6.9% |
| 3 | Communication Services | 4.65% |
| 4 | Financials | 4.25% |
| 5 | Industrials | 3.89% |