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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$456K 0.02%
5,039
+10
352
$455K 0.02%
3,242
+490
353
$455K 0.02%
+2,267
354
$448K 0.02%
7,864
-1,040
355
$444K 0.02%
4,513
+520
356
$444K 0.02%
3,887
+50
357
$439K 0.02%
1,963
+61
358
$434K 0.02%
2,328
+100
359
$432K 0.02%
20,400
360
$431K 0.02%
1,595
+144
361
$428K 0.02%
4,739
+129
362
$427K 0.02%
2,714
363
$408K 0.02%
2,056
+154
364
$407K 0.02%
5,748
+246
365
$403K 0.02%
3,973
+298
366
$402K 0.02%
1,695
+75
367
$399K 0.02%
10,763
+772
368
$397K 0.02%
1,027
+307
369
$396K 0.02%
4,921
+146
370
$396K 0.02%
5,879
+388
371
$394K 0.02%
+3,381
372
$388K 0.02%
6,629
+1,777
373
$377K 0.02%
3,919
+131
374
$377K 0.02%
5,692
+342
375
$376K 0.02%
4,421
+1,165
13 14
15
16 17