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
$1.32B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$26.1M
3
+$10.4M
4
WM icon
Waste Management
WM
+$9.87M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.33M

Top Sells

1
+$21.5M
2
+$20.5M
3
+$12.4M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$11M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$9.74M

Sector Composition

1 Technology 13.29%
2 Energy 6.49%
3 Consumer Discretionary 5.91%
4 Financials 5.68%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$215K 0.02%
+741
352
$214K 0.02%
+2,775
353
$214K 0.02%
4,200
-655
354
$212K 0.02%
+728
355
$211K 0.02%
+3,542
356
$210K 0.02%
+8,700
357
$209K 0.02%
5,383
-3,382
358
$208K 0.02%
+1,186
359
$208K 0.02%
13,601
360
$206K 0.02%
+1,189
361
$206K 0.02%
+1,666
362
$203K 0.02%
+1,469
363
$202K 0.02%
10,977
-1,714
364
$202K 0.02%
+5,106
365
$202K 0.02%
+3,583
366
$200K 0.02%
+6,662
367
$193K 0.01%
12,675
368
$182K 0.01%
12,354
-20,522
369
$179K 0.01%
12,795
370
$175K 0.01%
12,820
-2,396
371
$166K 0.01%
19,292
-7,042
372
$157K 0.01%
16,223
+1,137
373
$145K 0.01%
21,800
374
$132K 0.01%
23,536
-292,297
375
$130K 0.01%
36,182
-1,520
13 14
15
16 17