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
$1.05B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.6M
3
+$9.47M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$9.42M
5
NLY icon
Annaly Capital Management
NLY
+$8.88M

Top Sells

1
+$11.3M
2
+$4.56M
3
+$3.23M
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$3.21M
5
UWN
Nevada Gold & Casinos, Ltd.
UWN
+$2.97M

Sector Composition

1 Energy 14.42%
2 Technology 9.35%
3 Industrials 5.78%
4 Communication Services 4.88%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$216K 0.02%
14,520
-1,125
377
$216K 0.02%
5,800
378
$215K 0.02%
18,300
379
$214K 0.02%
+945
380
$214K 0.02%
+3,583
381
$213K 0.02%
+3,154
382
$212K 0.02%
2,974
-103
383
$212K 0.02%
+1,514
384
$212K 0.02%
+11,985
385
$211K 0.02%
+5,262
386
$211K 0.02%
+1,028
387
$210K 0.02%
2,408
+5
388
$210K 0.02%
+3,109
389
$209K 0.02%
+3,040
390
$208K 0.02%
2,853
391
$207K 0.02%
+7,765
392
$205K 0.02%
1,381
393
$203K 0.02%
+721
394
$201K 0.02%
+3,114
395
$200K 0.02%
+2,787
396
$200K 0.02%
+1,729
397
$198K 0.02%
13,222
+724
398
$194K 0.02%
+11,209
399
$193K 0.02%
+37,983
400
$189K 0.02%
+12,675
14 15
16
17 18