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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$260K 0.01%
3,942
-85
427
$258K 0.01%
9,881
+74
428
$257K 0.01%
3,042
+411
429
$257K 0.01%
+3,303
430
$257K 0.01%
5,077
+318
431
$256K 0.01%
+3,541
432
$249K 0.01%
+417
433
$246K 0.01%
398
+68
434
$244K 0.01%
4,763
+227
435
$244K 0.01%
984
+4
436
$242K 0.01%
2,084
+244
437
$242K 0.01%
+1,899
438
$242K 0.01%
2,507
+54
439
$239K 0.01%
15,475
+150
440
$239K 0.01%
15,496
-318
441
$238K 0.01%
4,059
-45
442
$238K 0.01%
2,921
-370
443
$238K 0.01%
8,020
444
$235K 0.01%
9,660
+51
445
$234K 0.01%
+4,796
446
$233K 0.01%
+3,901
447
$233K 0.01%
+8,569
448
$232K 0.01%
5,300
449
$231K 0.01%
+3,549
450
$231K 0.01%
+720
16 17
18
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