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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$295K 0.02%
+788
402
$295K 0.02%
18,300
403
$293K 0.02%
7,552
+1,857
404
$292K 0.02%
4,851
+24
405
$289K 0.01%
+12,428
406
$289K 0.01%
12,741
+285
407
$288K 0.01%
1,346
+194
408
$287K 0.01%
3,256
+563
409
$286K 0.01%
5,766
410
$285K 0.01%
+4,892
411
$284K 0.01%
3,658
+917
412
$282K 0.01%
6,134
413
$280K 0.01%
+1,213
414
$279K 0.01%
2,157
+72
415
$272K 0.01%
3,542
416
$271K 0.01%
4,852
+294
417
$270K 0.01%
2,745
418
$270K 0.01%
1,573
-72
419
$268K 0.01%
790
+43
420
$268K 0.01%
+4,142
421
$267K 0.01%
32,671
-30,021
422
$265K 0.01%
1,461
-35,983
423
$263K 0.01%
10,650
+5
424
$262K 0.01%
+4,318
425
$260K 0.01%
+16,230
15 16
17
18 19