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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$381K 0.02%
1,253
+291
377
$381K 0.02%
768
-300
378
$375K 0.02%
5,050
-11
379
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62,768
+42,570
380
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11,633
-3,075
381
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382
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-380
383
$355K 0.02%
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-31,674
384
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3,106
+176
385
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4,100
-1,335
386
$349K 0.02%
4,257
-625
387
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4,348
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388
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6,266
-15
389
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+7,000
390
$342K 0.02%
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27,484
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393
$339K 0.02%
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$337K 0.02%
18,169
-10,785
396
$337K 0.02%
3,122
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397
$336K 0.02%
1,117
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398
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3,758
-1,568
399
$335K 0.02%
6,108
-509
400
$335K 0.02%
2,884
-179
14 15
16
17 18