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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$389K 0.02%
20,756
+2,138
352
$384K 0.02%
+20,400
353
$372K 0.02%
4,349
-841
354
$368K 0.02%
17,375
+2,575
355
$367K 0.02%
7,882
+529
356
$367K 0.02%
7,430
+1,588
357
$363K 0.02%
3,993
+735
358
$363K 0.02%
5,491
+439
359
$358K 0.02%
+1,902
360
$358K 0.02%
26,915
-1,500
361
$358K 0.02%
8,271
+1,700
362
$355K 0.02%
3,168
+776
363
$355K 0.02%
5,350
+240
364
$354K 0.02%
2,549
-650
365
$353K 0.02%
2,714
+24
366
$351K 0.02%
2,228
+80
367
$347K 0.02%
1,451
+323
368
$343K 0.02%
6,899
+2,160
369
$343K 0.02%
+3,100
370
$342K 0.02%
14,048
+2,927
371
$342K 0.02%
3,788
+184
372
$341K 0.02%
4,337
+91
373
$340K 0.02%
15,804
+4,858
374
$339K 0.02%
6,324
+120
375
$339K 0.02%
3,675
-246
13 14
15
16 17