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
326
$473K 0.02%
829
-6
327
$469K 0.02%
14,012
+1,301
328
$459K 0.02%
+49,100
329
$459K 0.02%
68,758
+43,871
330
$459K 0.02%
3,887
+4
331
$453K 0.02%
2,715
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332
$449K 0.02%
5,061
+2,331
333
$444K 0.02%
1,803
-12
334
$443K 0.02%
8,308
-1,550
335
$433K 0.02%
1,866
-369
336
$425K 0.02%
5,029
+35
337
$424K 0.02%
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338
$423K 0.02%
2,409
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339
$421K 0.02%
1,902
+104
340
$417K 0.02%
1,489
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341
$413K 0.02%
3,837
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342
$411K 0.02%
4,610
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343
$407K 0.02%
5,458
-95
344
$403K 0.02%
4,775
+1,019
345
$401K 0.02%
8,319
-34
346
$400K 0.02%
5,502
+1,002
347
$396K 0.02%
21,800
348
$393K 0.02%
10,050
-676
349
$392K 0.02%
1,620
+243
350
$391K 0.02%
6,313
+1,295
12 13
14
15 16