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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$338K 0.02%
2,752
+790
377
$337K 0.02%
8,742
+2,295
378
$334K 0.02%
3,798
+135
379
$333K 0.02%
24,167
380
$332K 0.02%
9,400
381
$332K 0.02%
22,333
382
$330K 0.02%
2,009
+376
383
$330K 0.02%
5,475
+1,612
384
$329K 0.02%
4,254
+92
385
$329K 0.02%
9,991
+1,356
386
$326K 0.02%
13,764
+1,626
387
$324K 0.02%
3,756
+4
388
$317K 0.02%
2,909
+50
389
$315K 0.02%
+1,188
390
$313K 0.02%
2,386
+12
391
$312K 0.02%
1,768
-496
392
$310K 0.02%
4,950
+549
393
$304K 0.02%
1,508
+330
394
$304K 0.02%
+5,100
395
$303K 0.02%
1,171
-51
396
$301K 0.02%
7,196
397
$298K 0.02%
3,323
+232
398
$298K 0.02%
8,095
399
$297K 0.02%
3,618
-625
400
$295K 0.02%
3,774
+328
14 15
16
17 18