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
$1.71B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$53.5M
2
+$27.8M
3
+$8.5M
4
SHLX
Shell Midstream Partners, L.P.
SHLX
+$5.52M
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$5.03M

Top Sells

1
+$6.82M
2
+$5.58M
3
+$5.3M
4
TCP
TC Pipelines LP
TCP
+$5.19M
5
DCP
DCP Midstream, LP
DCP
+$4.6M

Sector Composition

1 Technology 13.44%
2 Financials 6.66%
3 Consumer Discretionary 6.09%
4 Energy 6.03%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$249K 0.01%
1,152
+8
377
$249K 0.01%
15,814
+1,641
378
$249K 0.01%
1,645
-38
379
$245K 0.01%
+2,745
380
$243K 0.01%
12,138
+390
381
$239K 0.01%
1,991
-725
382
$238K 0.01%
+4,401
383
$237K 0.01%
9,400
384
$237K 0.01%
4,739
+142
385
$237K 0.01%
+1,690
386
$236K 0.01%
+15,325
387
$235K 0.01%
980
388
$231K 0.01%
+2,631
389
$231K 0.01%
3,863
+31
390
$230K 0.01%
3,291
-791
391
$229K 0.01%
12,738
-2,924
392
$229K 0.01%
8,020
393
$228K 0.01%
11,121
-117,670
394
$228K 0.01%
13,601
395
$228K 0.01%
4,456
396
$227K 0.01%
+9,807
397
$226K 0.01%
2,730
-1,280
398
$225K 0.01%
2,460
-315
399
$225K 0.01%
2,453
+60
400
$225K 0.01%
+8,635
14 15
16
17 18