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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$490K 0.02%
5,388
-188
402
$490K 0.02%
15,258
+2,882
403
$488K 0.02%
3,992
-98
404
$486K 0.02%
14,489
+5,447
405
$484K 0.02%
4,196
+30
406
$483K 0.02%
8,655
+379
407
$481K 0.02%
7,935
-90
408
$481K 0.02%
28,497
-1,026
409
$479K 0.02%
14,227
+742
410
$477K 0.02%
11,753
+103
411
$475K 0.02%
3,140
-15
412
$474K 0.02%
6,362
+195
413
$473K 0.02%
3,376
+1,331
414
$466K 0.02%
7,410
+80
415
$466K 0.02%
35,326
-1,137
416
$464K 0.02%
17,230
+58
417
$463K 0.02%
7,893
-213
418
$461K 0.02%
3,646
+73
419
$455K 0.02%
2,226
+256
420
$449K 0.02%
+24,069
421
$448K 0.02%
1,952
+246
422
$448K 0.02%
6,146
-240
423
$445K 0.02%
1,022
+12
424
$441K 0.02%
17,192
+2,056
425
$440K 0.02%
13,815
+2,500
15 16
17
18 19