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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$459K 0.02%
951
+150
352
$459K 0.02%
52,078
-8,094
353
$457K 0.02%
1,731
-94
354
$456K 0.02%
6,338
-2,475
355
$456K 0.02%
9,096
+175
356
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4,786
-1,447
357
$453K 0.02%
2,292
-2,582
358
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3,138
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359
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7,196
360
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2,194
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361
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362
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13,960
-2,081
363
$427K 0.02%
4,354
-95
364
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16,057
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365
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6,341
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366
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368
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-28,249
369
$404K 0.02%
5,159
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370
$403K 0.02%
2,250
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371
$390K 0.02%
8,223
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372
$386K 0.02%
1,146
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373
$386K 0.02%
6,905
-1,533
374
$384K 0.02%
7,018
+1,544
375
$383K 0.02%
4,963
+7
13 14
15
16 17