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
$1.45B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$19.4M
3
+$7.92M
4
AGNC icon
AGNC Investment
AGNC
+$7.45M
5
FNF icon
Fidelity National Financial
FNF
+$6.49M

Top Sells

1
+$29M
2
+$15.2M
3
+$9.33M
4
UPS icon
United Parcel Service
UPS
+$8.17M
5
PSLV icon
Sprott Physical Silver Trust
PSLV
+$6.97M

Sector Composition

1 Technology 13.57%
2 Financials 6.52%
3 Consumer Discretionary 6.19%
4 Energy 5.95%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$250K 0.02%
4,978
+778
352
$249K 0.02%
+529
353
$248K 0.02%
26,180
-5,500
354
$246K 0.02%
15,662
-3,124
355
$245K 0.02%
748
+20
356
$245K 0.02%
5,994
-150
357
$245K 0.02%
18,450
+150
358
$244K 0.02%
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-53
359
$243K 0.02%
3,832
-484
360
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4,086
+370
361
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3,630
-2,738
362
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+2,300
363
$233K 0.02%
+9,253
364
$231K 0.02%
1,553
-219
365
$231K 0.02%
3,300
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366
$231K 0.02%
11,748
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367
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368
$228K 0.02%
3,542
369
$227K 0.02%
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370
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16,455
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371
$227K 0.02%
4,456
-2,500
372
$224K 0.02%
6,190
+807
373
$224K 0.02%
+1,026
374
$224K 0.02%
+1,840
375
$218K 0.02%
1,483
+14
13 14
15
16 17