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
$1.71B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$53.5M
2
+$27.8M
3
+$8.5M
4
SHLX
Shell Midstream Partners, L.P.
SHLX
+$5.52M
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$5.03M

Top Sells

1
+$6.82M
2
+$5.58M
3
+$5.3M
4
TCP
TC Pipelines LP
TCP
+$5.19M
5
DCP
DCP Midstream, LP
DCP
+$4.6M

Sector Composition

1 Technology 13.44%
2 Financials 6.66%
3 Consumer Discretionary 6.09%
4 Energy 6.03%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$287K 0.02%
1,377
+132
352
$287K 0.02%
5,766
353
$285K 0.02%
7,353
+302
354
$285K 0.02%
4,027
+148
355
$284K 0.02%
5,842
+864
356
$282K 0.02%
+3,446
357
$281K 0.02%
4,827
+15
358
$280K 0.02%
3,258
-601
359
$278K 0.02%
1,222
-6
360
$278K 0.02%
18,300
-150
361
$277K 0.02%
4,500
-247
362
$276K 0.02%
+6,571
363
$275K 0.02%
1,034
+8
364
$275K 0.02%
+4,558
365
$273K 0.02%
8,095
-870
366
$272K 0.02%
747
-1
367
$266K 0.02%
3,542
368
$262K 0.02%
1,506
-47
369
$259K 0.02%
+1,633
370
$259K 0.02%
+3,663
371
$258K 0.02%
4,104
-142
372
$256K 0.02%
1,962
-167
373
$253K 0.01%
1,128
-1,412
374
$252K 0.01%
+2,085
375
$250K 0.01%
6,134
-1,000
13 14
15
16 17