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
$1.71B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$53.5M
2
+$27.8M
3
+$8.5M
4
SHLX
Shell Midstream Partners, L.P.
SHLX
+$5.52M
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$5.03M

Top Sells

1
+$6.82M
2
+$5.58M
3
+$5.3M
4
TCP
TC Pipelines LP
TCP
+$5.19M
5
DCP
DCP Midstream, LP
DCP
+$4.6M

Sector Composition

1 Technology 13.44%
2 Financials 6.66%
3 Consumer Discretionary 6.09%
4 Energy 6.03%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$224K 0.01%
6,232
-65
402
$223K 0.01%
5,300
-5,200
403
$220K 0.01%
+6,447
404
$220K 0.01%
+957
405
$218K 0.01%
330
+2
406
$214K 0.01%
5,695
-495
407
$212K 0.01%
+3,817
408
$212K 0.01%
+4,759
409
$210K 0.01%
1,178
-662
410
$210K 0.01%
+2,440
411
$207K 0.01%
+2,240
412
$207K 0.01%
+1,624
413
$206K 0.01%
+2,741
414
$205K 0.01%
+9,609
415
$202K 0.01%
+4,536
416
$202K 0.01%
+1,840
417
$202K 0.01%
+2,693
418
$200K 0.01%
+982
419
$199K 0.01%
+12,456
420
$197K 0.01%
12,795
421
$196K 0.01%
10,811
+340
422
$195K 0.01%
+10,946
423
$195K 0.01%
12,175
-500
424
$183K 0.01%
24,887
-35,373
425
$178K 0.01%
16,792
-2,767
15 16
17
18 19