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
326
$550K 0.03%
3,788
-2,750
327
$548K 0.03%
3,750
+650
328
$547K 0.03%
15,974
329
$536K 0.03%
832
+3
330
$531K 0.03%
2,225
+75
331
$528K 0.03%
83,111
+14,353
332
$522K 0.03%
5,722
+1,373
333
$521K 0.02%
11,495
+1,445
334
$519K 0.02%
2,771
+56
335
$518K 0.02%
7,973
+1,660
336
$515K 0.02%
10,156
-16,425
337
$512K 0.02%
10,945
338
$509K 0.02%
5,239
-219
339
$503K 0.02%
8,393
+1,494
340
$503K 0.02%
19,000
341
$488K 0.02%
12,081
+3,339
342
$486K 0.02%
2,550
+141
343
$476K 0.02%
3,892
+5
344
$469K 0.02%
1,622
+133
345
$460K 0.02%
10,196
+1,925
346
$460K 0.02%
8,732
+1,302
347
$459K 0.02%
2,110
+244
348
$458K 0.02%
2,390
+381
349
$458K 0.02%
8,308
350
$456K 0.02%
21,503
+747
12 13
14
15 16