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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$16.7M
3
+$15.2M
4
UBER icon
Uber
UBER
+$11M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$10.2M

Top Sells

1
+$30.1M
2
+$13.3M
3
+$12.4M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$9.66M
5
TOO
Teekay Offshore Partners L.P.
TOO
+$8.28M

Sector Composition

1 Energy 12.67%
2 Technology 10.93%
3 Communication Services 5.48%
4 Industrials 5.23%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$299K 0.02%
3,961
+222
352
$299K 0.02%
1,597
+26
353
$299K 0.02%
3,509
+28
354
$298K 0.02%
5,284
+264
355
$297K 0.02%
6,840
+126
356
$295K 0.02%
6,705
+924
357
$294K 0.02%
+10,530
358
$293K 0.02%
1,801
-90
359
$293K 0.02%
+3,128
360
$289K 0.02%
16,029
361
$288K 0.02%
5,270
+318
362
$285K 0.02%
3,362
363
$282K 0.02%
+4,594
364
$276K 0.02%
1,731
-21
365
$274K 0.02%
2,751
366
$268K 0.02%
13,045
367
$268K 0.02%
2,276
368
$266K 0.02%
2,585
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369
$264K 0.02%
1,468
370
$263K 0.02%
676
+14
371
$260K 0.02%
5,262
372
$258K 0.02%
5,175
+272
373
$258K 0.02%
3,406
-50
374
$257K 0.02%
3,034
+60
375
$255K 0.02%
1,517
-31
13 14
15
16 17