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
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$709K 0.03%
18,610
-776
377
$703K 0.03%
3,107
378
$703K 0.03%
23,828
-85
379
$694K 0.03%
10,508
+1,201
380
$694K 0.03%
23,480
-608
381
$692K 0.03%
3,679
+443
382
$692K 0.03%
1,530
+56
383
$692K 0.03%
64,028
+4,633
384
$689K 0.02%
11,664
-167,793
385
$687K 0.02%
35,064
+15,044
386
$686K 0.02%
832
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387
$682K 0.02%
20,905
-1,063
388
$682K 0.02%
25,608
+2,954
389
$676K 0.02%
9,628
+76
390
$675K 0.02%
7,695
+133
391
$671K 0.02%
5,126
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392
$670K 0.02%
18,633
+1,519
393
$665K 0.02%
15,404
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394
$663K 0.02%
11,740
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395
$661K 0.02%
4,741
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396
$656K 0.02%
5,208
+198
397
$655K 0.02%
17,722
+1,272
398
$654K 0.02%
4,072
+162
399
$653K 0.02%
2,975
+85
400
$652K 0.02%
11,199
-167
14 15
16
17 18