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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$592K 0.02%
+22,474
352
$588K 0.02%
4,320
-100
353
$586K 0.02%
11,992
+3,684
354
$584K 0.02%
4,867
+13
355
$579K 0.02%
10,314
-9,181
356
$567K 0.02%
5,061
357
$559K 0.02%
2,788
+112
358
$559K 0.02%
4,060
+190
359
$554K 0.02%
2,683
-88
360
$552K 0.02%
20,745
+2,672
361
$546K 0.02%
6,394
+1,762
362
$546K 0.02%
+3,576
363
$537K 0.02%
2,431
+1
364
$536K 0.02%
13,293
+1,062
365
$530K 0.02%
7,399
+414
366
$526K 0.02%
2,085
+21
367
$526K 0.02%
6,511
+1,694
368
$526K 0.02%
7,859
-20,002
369
$524K 0.02%
90,125
+3,273
370
$523K 0.02%
20,685
+1,895
371
$518K 0.02%
9,141
-32,254
372
$514K 0.02%
24,650
-94,792
373
$512K 0.02%
2,074
+6
374
$511K 0.02%
9,486
+2,816
375
$511K 0.02%
5,491
+852
13 14
15
16 17