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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$506K 0.02%
4,664
-233
377
$506K 0.02%
4,771
+604
378
$504K 0.02%
4,675
+177
379
$500K 0.02%
8,489
-122
380
$500K 0.02%
19,000
381
$490K 0.02%
3,403
+234
382
$488K 0.02%
5,052
+13
383
$484K 0.02%
1,655
+48
384
$473K 0.02%
8,429
-4
385
$468K 0.02%
3,339
-67
386
$467K 0.02%
5,269
-123
387
$463K 0.02%
11,636
+1,160
388
$459K 0.02%
9,096
-2,144
389
$452K 0.02%
21,677
+4,281
390
$445K 0.02%
1,068
391
$442K 0.02%
5,883
+753
392
$441K 0.02%
7,939
393
$440K 0.02%
7,196
394
$437K 0.02%
31,609
+235
395
$435K 0.02%
5,538
-450
396
$434K 0.02%
4,568
-598
397
$431K 0.02%
3,364
+26
398
$426K 0.02%
1,221
+3
399
$426K 0.02%
8,281
+3,825
400
$425K 0.02%
3,700
+340
14 15
16
17 18