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
$1.2B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$16.7M
3
+$15.2M
4
UBER icon
Uber
UBER
+$11M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$10.2M

Top Sells

1
+$30.1M
2
+$13.3M
3
+$12.4M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$9.66M
5
TOO
Teekay Offshore Partners L.P.
TOO
+$8.28M

Sector Composition

1 Energy 12.67%
2 Technology 10.93%
3 Communication Services 5.48%
4 Industrials 5.23%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$214K 0.02%
+11,624
427
$213K 0.02%
+4,421
428
$213K 0.02%
+3,626
429
$212K 0.02%
+2,231
430
$209K 0.02%
+2,514
431
$209K 0.02%
2,949
432
$208K 0.02%
+8,502
433
$207K 0.02%
+1,617
434
$207K 0.02%
+3,424
435
$205K 0.02%
+4,014
436
$204K 0.02%
+1,348
437
$203K 0.02%
12,787
+578
438
$202K 0.02%
+1,794
439
$202K 0.02%
+8,000
440
$201K 0.02%
2,853
-32
441
$201K 0.02%
+8,313
442
$200K 0.02%
+3,324
443
$197K 0.02%
46,976
+17,297
444
$197K 0.02%
12,675
445
$194K 0.02%
36,375
-525
446
$187K 0.02%
12,795
447
$179K 0.01%
14,688
-1,304
448
$170K 0.01%
+41,240
449
$168K 0.01%
+13,036
450
$163K 0.01%
18,595
-177
16 17
18
19 20