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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$16.7M
3
+$15.2M
4
UBER icon
Uber
UBER
+$11M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$10.2M

Top Sells

1
+$30.1M
2
+$13.3M
3
+$12.4M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$9.66M
5
TOO
Teekay Offshore Partners L.P.
TOO
+$8.28M

Sector Composition

1 Energy 12.67%
2 Technology 10.93%
3 Communication Services 5.48%
4 Industrials 5.23%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$255K 0.02%
1,547
-14
377
$254K 0.02%
5,705
378
$254K 0.02%
1,559
379
$252K 0.02%
2,959
380
$251K 0.02%
12,400
-56,185
381
$250K 0.02%
3,377
382
$250K 0.02%
5,497
383
$247K 0.02%
+3,589
384
$247K 0.02%
6,414
385
$245K 0.02%
3,145
386
$245K 0.02%
+1,467
387
$244K 0.02%
1,472
-3
388
$244K 0.02%
+895
389
$243K 0.02%
1,360
-501
390
$242K 0.02%
+3,000
391
$242K 0.02%
+4,755
392
$241K 0.02%
+5,201
393
$240K 0.02%
+9,942
394
$240K 0.02%
15,802
+3
395
$239K 0.02%
6,539
+234
396
$239K 0.02%
+652
397
$238K 0.02%
3,665
+358
398
$236K 0.02%
+1,837
399
$236K 0.02%
3,112
+72
400
$235K 0.02%
+2,063
14 15
16
17 18