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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$16.7M
3
+$15.2M
4
UBER icon
Uber
UBER
+$11M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$10.2M

Top Sells

1
+$30.1M
2
+$13.3M
3
+$12.4M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$9.66M
5
TOO
Teekay Offshore Partners L.P.
TOO
+$8.28M

Sector Composition

1 Energy 12.67%
2 Technology 10.93%
3 Communication Services 5.48%
4 Industrials 5.23%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$234K 0.02%
+6,638
402
$234K 0.02%
18,300
403
$233K 0.02%
21,999
404
$232K 0.02%
6,630
+49
405
$232K 0.02%
3,988
-783
406
$232K 0.02%
3,583
407
$231K 0.02%
+4,532
408
$231K 0.02%
11,761
-345
409
$228K 0.02%
+1,115
410
$228K 0.02%
+8,066
411
$228K 0.02%
5,800
412
$228K 0.02%
+7,855
413
$227K 0.02%
13,601
414
$226K 0.02%
54,008
+699
415
$225K 0.02%
513
-109
416
$225K 0.02%
+1,089
417
$224K 0.02%
7,765
418
$223K 0.02%
9,400
+401
419
$221K 0.02%
+1,381
420
$220K 0.02%
11,063
+5
421
$220K 0.02%
+1,494
422
$219K 0.02%
3,406
-22
423
$216K 0.02%
1,438
424
$216K 0.02%
2,718
425
$214K 0.02%
+2,976
15 16
17
18 19