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
$1.45B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$19.4M
3
+$7.92M
4
AGNC icon
AGNC Investment
AGNC
+$7.45M
5
FNF icon
Fidelity National Financial
FNF
+$6.49M

Top Sells

1
+$29M
2
+$15.2M
3
+$9.33M
4
UPS icon
United Parcel Service
UPS
+$8.17M
5
PSLV icon
Sprott Physical Silver Trust
PSLV
+$6.97M

Sector Composition

1 Technology 13.57%
2 Financials 6.52%
3 Consumer Discretionary 6.19%
4 Energy 5.95%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$294K 0.02%
+3,859
327
$294K 0.02%
7,920
-145
328
$292K 0.02%
4,987
+7
329
$290K 0.02%
+24,525
330
$290K 0.02%
9,875
-825
331
$289K 0.02%
2,646
+8
332
$288K 0.02%
5,523
+23
333
$288K 0.02%
5,766
334
$286K 0.02%
4,806
-77
335
$286K 0.02%
3,707
+112
336
$285K 0.02%
11,851
337
$282K 0.02%
8,592
-899
338
$282K 0.02%
1,459
+79
339
$281K 0.02%
1,180
+28
340
$279K 0.02%
729
+48
341
$276K 0.02%
10,637
+7
342
$276K 0.02%
2,650
+150
343
$274K 0.02%
2,277
-42
344
$267K 0.02%
+9,518
345
$264K 0.02%
1,232
+46
346
$264K 0.02%
4,812
+206
347
$259K 0.02%
1,228
+39
348
$254K 0.02%
2,775
-982
349
$252K 0.02%
4,597
+404
350
$252K 0.02%
7,196
12 13
14
15 16