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
$2.98B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.4M
3
+$11.8M
4
MTB icon
M&T Bank
MTB
+$10.9M
5
TTE icon
TotalEnergies
TTE
+$8.92M

Top Sells

1
+$20.2M
2
+$16.8M
3
+$12.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.5M
5
STR
Sitio Royalties
STR
+$9.45M

Sector Composition

1 Technology 14.2%
2 Energy 8.09%
3 Financials 7.42%
4 Industrials 6.36%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$695K 0.02%
21,003
-3,095
402
$692K 0.02%
1,470
+76
403
$691K 0.02%
7,183
+943
404
$686K 0.02%
1,009
+237
405
$682K 0.02%
3,566
406
$678K 0.02%
5,287
+74
407
$675K 0.02%
6,158
+509
408
$673K 0.02%
49,423
+1,011
409
$673K 0.02%
8,364
+1,423
410
$673K 0.02%
8,963
-113
411
$671K 0.02%
16,973
+238
412
$666K 0.02%
2,097
413
$665K 0.02%
8,578
+496
414
$662K 0.02%
2,499
415
$662K 0.02%
15,718
+219
416
$662K 0.02%
12,031
+235
417
$661K 0.02%
25,608
-4,595
418
$660K 0.02%
3,197
419
$658K 0.02%
5,504
+173
420
$651K 0.02%
16,818
-579
421
$651K 0.02%
2,560
+28
422
$651K 0.02%
16,098
-6,929
423
$644K 0.02%
29,934
424
$643K 0.02%
13,238
-4,871
425
$642K 0.02%
1,168
+214
15 16
17
18 19