ECM

Evergreen Capital Management Portfolio holdings

AUM $4.47B
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
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
+$10.6M
4
TCP
TC Pipelines LP
TCP
+$5.09M
5
MSFT icon
Microsoft
MSFT
+$4.07M

Top Sells

1
+$15.5M
2
+$5.85M
3
+$5.76M
4
MPLX icon
MPLX
MPLX
+$5.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.3M

Sector Composition

1 Energy 15.95%
2 Technology 6.9%
3 Communication Services 4.65%
4 Financials 4.25%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-4,798
402
– –
-5,244
403
– –
-13,977
404
– –
-5,667
405
– –
-29,065
13 14 15 16
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