ECM
Evergreen Capital Management Portfolio holdings
AUM
$3.32B
1-Year Return
13.77%
This Quarter Return
+5.65%
1 Year Return
+13.77%
3 Year Return
+53.89%
5 Year Return
+92.31%
10 Year Return
+126.81%
AUM
$1.2B
AUM Growth
+$128M
(+12%)
Cap. Flow
+$80.3M
Cap. Flow
% of AUM
6.69%
Top 10 Holdings %
Top 10 Hldgs %
29.54%
Holding
487
New
69
Increased
193
Reduced
134
Closed
20
Top Buys
| 1 |
Global X MLP ETF
MLPA
|
$49.7M |
| 2 |
Sprott Physical Gold and Silver Trust
CEF
|
$16.7M |
| 3 |
iShares MBS ETF
MBB
|
$15.2M |
| 4 |
Uber
UBER
|
$11M |
| 5 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$10.2M |
Top Sells
Sector Composition
| 1 | Energy | 12.67% |
| 2 | Technology | 10.93% |
| 3 | Communication Services | 5.48% |
| 4 | Industrials | 5.23% |
| 5 | Financials | 5.07% |
