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
$2.98B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.4M
3
+$11.8M
4
MTB icon
M&T Bank
MTB
+$10.9M
5
TTE icon
TotalEnergies
TTE
+$8.92M

Top Sells

1
+$20.2M
2
+$16.8M
3
+$12.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.5M
5
STR
Sitio Royalties
STR
+$9.45M

Sector Composition

1 Technology 14.2%
2 Energy 8.09%
3 Financials 7.42%
4 Industrials 6.36%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$795K 0.03%
+52,220
377
$788K 0.03%
40,217
+4,701
378
$777K 0.03%
9,134
+593
379
$776K 0.03%
6,498
+913
380
$774K 0.03%
18,118
+601
381
$773K 0.03%
24,808
-119
382
$772K 0.03%
19,922
+990
383
$761K 0.03%
7,541
+1,210
384
$758K 0.03%
13,257
-71,886
385
$754K 0.03%
9,708
+455
386
$752K 0.03%
9,647
387
$741K 0.02%
5,166
+523
388
$740K 0.02%
28,330
+6,709
389
$733K 0.02%
25,571
+991
390
$729K 0.02%
7,428
+259
391
$727K 0.02%
14,424
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392
$725K 0.02%
4,587
-151
393
$715K 0.02%
12,357
-86
394
$714K 0.02%
15,603
-49
395
$713K 0.02%
3,475
-405
396
$709K 0.02%
31,459
+1,769
397
$709K 0.02%
16,760
398
$700K 0.02%
55,542
399
$699K 0.02%
2,169
+40
400
$696K 0.02%
5,964
+535
14 15
16
17 18