ECM

Evergreen Capital Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1 +$21.1M
2 +$11M
3 +$9.89M
4
TCP
TC Pipelines LP
TCP
+$4.71M
5
MSFT icon
Microsoft
MSFT
+$4.14M

Sector Composition

1 Energy 15.95%
2 Technology 6.9%
3 Communication Services 4.46%
4 Financials 4.25%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-18,631
402
-12,268
403
-830
404
-15,786
405
-2,199