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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$334K 0.02%
2,228
+148
402
$333K 0.02%
+1,080
403
$331K 0.02%
4,328
-857
404
$331K 0.02%
4,729
+584
405
$330K 0.02%
4,339
-102
406
$324K 0.02%
7,060
+24
407
$322K 0.02%
+4,447
408
$320K 0.02%
4,010
-593
409
$319K 0.02%
+11,035
410
$319K 0.02%
29,235
-2,084
411
$318K 0.02%
5,077
+65
412
$315K 0.02%
3,054
-221
413
$315K 0.02%
+8,700
414
$314K 0.02%
4,086
415
$311K 0.02%
650
+2
416
$309K 0.02%
2,966
+956
417
$304K 0.02%
11,052
-2,212
418
$299K 0.02%
6,000
-27,347
419
$298K 0.02%
6,415
+108
420
$297K 0.02%
9,181
-2,100
421
$297K 0.02%
7,035
-900
422
$296K 0.02%
4,640
423
$294K 0.02%
3,053
-294
424
$294K 0.02%
+6,340
425
$293K 0.02%
7,686
+679
15 16
17
18 19