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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$368K 0.01%
4,552
+1,314
427
$366K 0.01%
1,338
+333
428
$362K 0.01%
1,284
+15
429
$359K 0.01%
5,126
-1,056
430
$357K 0.01%
1,978
+41
431
$356K 0.01%
+4,323
432
$356K 0.01%
3,833
-357
433
$353K 0.01%
1,471
-4,251
434
$353K 0.01%
5,850
-612
435
$352K 0.01%
2,836
+116
436
$350K 0.01%
9,479
+680
437
$349K 0.01%
22,333
-2,340
438
$349K 0.01%
10,460
439
$347K 0.01%
3,312
-3
440
$347K 0.01%
1,029
-5
441
$347K 0.01%
2,238
-19,275
442
$346K 0.01%
14,250
+1,400
443
$345K 0.01%
18,300
444
$344K 0.01%
+4,375
445
$344K 0.01%
7,305
+750
446
$343K 0.01%
1,697
+7
447
$341K 0.01%
1,906
448
$340K 0.01%
4,180
+23
449
$340K 0.01%
1,729
-24
450
$339K 0.01%
1,548
+148
16 17
18
19 20