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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$425K 0.02%
8,149
+14
402
$418K 0.02%
3,975
+16
403
$415K 0.02%
7,709
+2,260
404
$414K 0.02%
2,576
-813
405
$413K 0.02%
4,210
-20
406
$413K 0.02%
15,858
+254
407
$409K 0.02%
2,000
408
$408K 0.02%
2,745
409
$408K 0.02%
6,975
+667
410
$404K 0.02%
2,584
+1,031
411
$403K 0.02%
8,530
+1,283
412
$396K 0.02%
3,275
413
$396K 0.02%
4,640
-7,060
414
$395K 0.02%
5,976
-580
415
$391K 0.02%
3,306
-11,798
416
$386K 0.02%
2,222
+401
417
$385K 0.02%
7,690
-652
418
$384K 0.02%
5,002
+527
419
$382K 0.02%
1,662
-383
420
$381K 0.02%
5,252
-432
421
$373K 0.01%
4,342
-1,042
422
$373K 0.01%
1,589
+78
423
$372K 0.01%
9,947
+2,613
424
$369K 0.01%
3,759
425
$368K 0.01%
35,650
15 16
17
18 19