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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$289K 0.01%
1,404
+58
427
$286K 0.01%
5,766
428
$286K 0.01%
6,293
+993
429
$285K 0.01%
4,804
+8
430
$285K 0.01%
4,761
+443
431
$285K 0.01%
4,062
+513
432
$284K 0.01%
4,143
+242
433
$283K 0.01%
1,374
-134
434
$283K 0.01%
417
435
$281K 0.01%
1,591
+68
436
$281K 0.01%
3,276
+355
437
$281K 0.01%
16,236
+6
438
$280K 0.01%
+7,782
439
$278K 0.01%
4,806
+747
440
$278K 0.01%
5,500
-17,750
441
$277K 0.01%
798
+8
442
$273K 0.01%
1,263
+215
443
$272K 0.01%
+1,793
444
$272K 0.01%
4,893
+1
445
$266K 0.01%
9,227
+1,806
446
$264K 0.01%
2,271
-897
447
$262K 0.01%
4,890
+127
448
$261K 0.01%
8,020
449
$258K 0.01%
1,155
-58
450
$258K 0.01%
+4,419
16 17
18
19 20