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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$596K 0.03%
6,471
+2,314
352
$589K 0.03%
12,929
+3,497
353
$589K 0.03%
11,765
-560
354
$589K 0.03%
23,127
-6,730
355
$589K 0.03%
16,945
-1,020
356
$588K 0.03%
18,004
+1,208
357
$588K 0.03%
23,841
+2,144
358
$581K 0.03%
14,925
-123
359
$580K 0.03%
2,476
+18
360
$566K 0.02%
5,154
+701
361
$560K 0.02%
3,216
+120
362
$559K 0.02%
4,309
-258
363
$556K 0.02%
3,644
-1,368
364
$554K 0.02%
18,378
365
$554K 0.02%
16,680
366
$554K 0.02%
5,916
+32
367
$552K 0.02%
2,417
-438
368
$551K 0.02%
15,533
+799
369
$551K 0.02%
3,229
+109
370
$546K 0.02%
30,249
+1,664
371
$545K 0.02%
4,826
-219
372
$543K 0.02%
+20,271
373
$539K 0.02%
10,057
-331
374
$536K 0.02%
3,056
375
$533K 0.02%
1,408
13 14
15
16 17