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
$1.91B
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$9.38M
3
+$6.72M
4
KW icon
Kennedy-Wilson Holdings
KW
+$6.12M
5
FANG icon
Diamondback Energy
FANG
+$6M

Top Sells

1
+$11.1M
2
+$5.93M
3
+$5.45M
4
TRPA
Hartford AAA CLO ETF
TRPA
+$5.26M
5
MPW icon
Medical Properties Trust
MPW
+$5.15M

Sector Composition

1 Technology 11.83%
2 Energy 9.59%
3 Financials 7.49%
4 Consumer Discretionary 6.4%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$456K 0.02%
2,787
+1
352
$455K 0.02%
5,219
+60
353
$454K 0.02%
8,249
+1,591
354
$453K 0.02%
4,870
+2,621
355
$453K 0.02%
4,257
-143
356
$449K 0.02%
16,034
-23
357
$448K 0.02%
21,412
-222
358
$444K 0.02%
6,595
+254
359
$440K 0.02%
10,556
+3,496
360
$440K 0.02%
2,414
+122
361
$440K 0.02%
1,317
+200
362
$438K 0.02%
3,223
+360
363
$436K 0.02%
2,668
+871
364
$436K 0.02%
2,414
+140
365
$435K 0.02%
16,696
+1,095
366
$434K 0.02%
+2,097
367
$434K 0.02%
10,771
+4,356
368
$434K 0.02%
2,224
-10
369
$423K 0.02%
1,970
+62
370
$420K 0.02%
22,475
371
$420K 0.02%
1,450
+448
372
$419K 0.02%
12,012
373
$418K 0.02%
2,052
+297
374
$417K 0.02%
51,278
-800
375
$416K 0.02%
45,183
-1,950
13 14
15
16 17