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
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$25.4M
3
+$24.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$17.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.2M

Top Sells

1
+$65.7M
2
+$8.55M
3
+$8.04M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.59M
5
KMI icon
Kinder Morgan
KMI
+$6.23M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$726K 0.02%
2,591
-500
402
$714K 0.02%
16,735
-66
403
$708K 0.02%
8,807
+545
404
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11,796
-34
405
$703K 0.02%
5,213
+16
406
$701K 0.02%
2,097
-300
407
$700K 0.02%
5,649
+678
408
$700K 0.02%
7,582
-17
409
$699K 0.02%
1,646
+14
410
$694K 0.02%
9,076
-55,507
411
$692K 0.02%
21,621
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412
$690K 0.02%
3,566
413
$690K 0.02%
16,882
-666
414
$683K 0.02%
5,429
+659
415
$683K 0.02%
3,104
+14
416
$682K 0.02%
9,647
-2,200
417
$682K 0.02%
44,430
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418
$681K 0.02%
18,932
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419
$680K 0.02%
10,509
+1,180
420
$679K 0.02%
5,104
-5
421
$677K 0.02%
29,690
-1,366
422
$670K 0.02%
7,581
-403
423
$666K 0.02%
11,060
-2,578
424
$660K 0.02%
8,355
+15
425
$655K 0.02%
12,296
+493
15 16
17
18 19