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
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$786K 0.03%
7,119
+730
352
$775K 0.03%
1,840
+228
353
$769K 0.03%
6,483
+650
354
$757K 0.03%
11,051
+6
355
$754K 0.03%
38,833
+5,697
356
$753K 0.03%
17,682
+1,755
357
$751K 0.03%
33,059
358
$751K 0.03%
42,995
+31,250
359
$746K 0.03%
3,049
+37
360
$741K 0.03%
35,717
+2,318
361
$741K 0.03%
5,462
+95
362
$740K 0.03%
1,366
+194
363
$740K 0.03%
2,397
364
$735K 0.03%
23,784
+6,242
365
$732K 0.03%
2,921
366
$731K 0.03%
888
+12
367
$728K 0.03%
54,278
+3,265
368
$723K 0.03%
32,223
369
$722K 0.03%
24,994
+2,939
370
$721K 0.03%
4,135
371
$721K 0.03%
2,488
+59
372
$718K 0.03%
+13,132
373
$718K 0.03%
3,366
+235
374
$713K 0.03%
4,498
+154
375
$711K 0.03%
15,940
-625
13 14
15
16 17