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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$528K 0.02%
6,012
-205
377
$527K 0.02%
3,009
+86
378
$526K 0.02%
3,298
379
$525K 0.02%
2,451
380
$522K 0.02%
12,654
+118
381
$520K 0.02%
61,300
+825
382
$519K 0.02%
4,319
-180
383
$518K 0.02%
8,011
-1,343
384
$516K 0.02%
32,264
-167
385
$516K 0.02%
2,097
386
$515K 0.02%
5,943
+205
387
$515K 0.02%
3,935
+302
388
$512K 0.02%
6,743
389
$512K 0.02%
12,977
-3,214
390
$512K 0.02%
14,379
+859
391
$511K 0.02%
6,259
+1,158
392
$510K 0.02%
51,813
+2,010
393
$498K 0.02%
2,991
+380
394
$498K 0.02%
17,390
+2,998
395
$497K 0.02%
21,332
+317
396
$497K 0.02%
19,570
-547
397
$495K 0.02%
4,583
+85
398
$494K 0.02%
27,037
+1,402
399
$492K 0.02%
3,223
400
$491K 0.02%
8,997
+39
14 15
16
17 18