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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$326K 0.02%
8,286
+734
402
$325K 0.02%
24,167
403
$320K 0.02%
2,909
404
$319K 0.02%
7,190
-692
405
$319K 0.02%
3,227
+720
406
$318K 0.02%
18,300
407
$316K 0.02%
1,296
+125
408
$314K 0.02%
2,032
+133
409
$312K 0.01%
5,012
+1,070
410
$307K 0.01%
2,745
411
$307K 0.01%
4,150
+609
412
$306K 0.01%
3,102
+662
413
$304K 0.01%
3,805
+763
414
$301K 0.01%
417
+19
415
$301K 0.01%
854
+66
416
$299K 0.01%
5,803
+726
417
$298K 0.01%
4,331
+189
418
$297K 0.01%
3,618
419
$297K 0.01%
2,420
+34
420
$296K 0.01%
3,542
421
$294K 0.01%
4,927
+76
422
$292K 0.01%
1,126
+256
423
$291K 0.01%
+1,149
424
$291K 0.01%
13,307
+566
425
$290K 0.01%
+7,125
15 16
17
18 19