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
$1.05B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.6M
3
+$9.47M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$9.42M
5
NLY icon
Annaly Capital Management
NLY
+$8.88M

Top Sells

1
+$11.3M
2
+$4.56M
3
+$3.23M
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$3.21M
5
UWN
Nevada Gold & Casinos, Ltd.
UWN
+$2.97M

Sector Composition

1 Energy 14.42%
2 Technology 9.35%
3 Industrials 5.78%
4 Communication Services 4.88%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$241K 0.02%
5,779
+3
352
$240K 0.02%
1,748
-110
353
$238K 0.02%
+2,949
354
$237K 0.02%
+653
355
$233K 0.02%
2,019
356
$232K 0.02%
3,627
+1
357
$231K 0.02%
+4,684
358
$231K 0.02%
+15,796
359
$230K 0.02%
18,237
+1,185
360
$228K 0.02%
+19,867
361
$227K 0.02%
2,718
362
$227K 0.02%
+575
363
$227K 0.02%
19,604
+5,016
364
$227K 0.02%
5,497
365
$227K 0.02%
+3,213
366
$226K 0.02%
+4,532
367
$225K 0.02%
+3,145
368
$223K 0.02%
+6,275
369
$223K 0.02%
+3,076
370
$222K 0.02%
2,431
+67
371
$222K 0.02%
50,609
-2,718
372
$220K 0.02%
+1,634
373
$217K 0.02%
+1,438
374
$217K 0.02%
8,406
375
$216K 0.02%
+13,601
13 14
15
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