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
$2.45B
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.2M
3
+$9.25M
4
BWA icon
BorgWarner
BWA
+$8.08M
5
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
+$7.84M

Top Sells

1
+$51.5M
2
+$14.7M
3
+$13.6M
4
NUE icon
Nucor
NUE
+$11.5M
5
TM icon
Toyota
TM
+$7.2M

Sector Composition

1 Technology 14.2%
2 Financials 8.86%
3 Energy 8.54%
4 Consumer Discretionary 6.52%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$378K 0.02%
5,074
+410
427
$377K 0.02%
13,516
+5,618
428
$376K 0.02%
7,036
+1,186
429
$374K 0.02%
1,337
+116
430
$374K 0.02%
14,300
-185
431
$374K 0.02%
13,264
+4,390
432
$371K 0.02%
3,324
+12
433
$371K 0.02%
6,281
+133
434
$370K 0.02%
2,000
435
$368K 0.02%
17,251
+1,026
436
$366K 0.01%
2,080
+174
437
$362K 0.01%
7,935
+630
438
$361K 0.01%
6,288
+168
439
$361K 0.01%
2,995
+115
440
$359K 0.01%
4,640
441
$359K 0.01%
4,485
-452
442
$357K 0.01%
2,726
+150
443
$357K 0.01%
3,763
+4
444
$354K 0.01%
1,325
+262
445
$353K 0.01%
2,222
446
$352K 0.01%
5,012
+149
447
$349K 0.01%
3,063
+292
448
$342K 0.01%
4,145
+774
449
$342K 0.01%
3,026
+190
450
$341K 0.01%
5,889
+763
16 17
18
19 20