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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$366K 0.02%
5,772
+297
377
$366K 0.02%
13,787
+23
378
$365K 0.02%
3,420
+97
379
$363K 0.02%
3,922
+124
380
$360K 0.02%
3,930
+627
381
$354K 0.02%
2,648
+99
382
$354K 0.02%
22,333
383
$353K 0.02%
18,130
+755
384
$353K 0.02%
+10,076
385
$352K 0.02%
4,192
+534
386
$352K 0.02%
1,423
+446
387
$351K 0.02%
13,270
-778
388
$348K 0.02%
4,481
+144
389
$345K 0.02%
3,485
-1,576
390
$345K 0.02%
1,207
+19
391
$341K 0.02%
3,758
+2
392
$340K 0.02%
1,719
+146
393
$339K 0.02%
+2,594
394
$338K 0.02%
6,973
-1,346
395
$336K 0.02%
17,075
+1,271
396
$335K 0.02%
7,196
397
$332K 0.02%
2,452
+295
398
$331K 0.02%
5,090
+140
399
$331K 0.02%
+10,460
400
$329K 0.02%
4,254
14 15
16
17 18