We are live on ! Find out more
ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$954M
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$10.6M
3 +$10.1M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.38M
5
DCP
DCP Midstream, LP
DCP
+$7.34M

Sector Composition

1 Energy 16.8%
2 Technology 7.55%
3 Industrials 5.33%
4 Communication Services 5.29%
5 Financials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$31K ﹤0.01%
+17,160
377
$29K ﹤0.01%
11,485
-11,533
378
$29K ﹤0.01%
28,000
+4,575
379
$23K ﹤0.01%
+231
380
$11K ﹤0.01%
+750
381
-9,070
382
-169,888
383
-5,750
384
-1,335
385
-36,102
386
-2,718
387
0
388
-8,940
389
-3,961
390
0
391
-1,633
392
-5,943
393
-10,350
394
-37,600
395
-3,070
396
-149,000
397
-575
398
-625
399
-2,586
400
-668