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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$293K 0.02%
9,165
-4,750
427
$292K 0.02%
3,425
-338
428
$292K 0.02%
3,886
-2,710
429
$290K 0.02%
1,305
-80
430
$289K 0.02%
2,376
+434
431
$288K 0.02%
3,430
-1,055
432
$286K 0.01%
6,062
-226
433
$284K 0.01%
2,192
+218
434
$283K 0.01%
3,125
+240
435
$283K 0.01%
1,002
-167
436
$283K 0.01%
3,494
+152
437
$280K 0.01%
9,139
-2,130
438
$279K 0.01%
2,460
-266
439
$276K 0.01%
2,508
-2,334
440
$276K 0.01%
30,415
-5,452
441
$275K 0.01%
7,270
-188
442
$274K 0.01%
576
+118
443
$274K 0.01%
2,113
+310
444
$273K 0.01%
10,147
+1,539
445
$273K 0.01%
5,767
446
$272K 0.01%
4,360
+1,394
447
$271K 0.01%
6,282
-53,834
448
$270K 0.01%
1,797
+445
449
$270K 0.01%
18,303
+3
450
$268K 0.01%
11,085
+2,729
16 17
18
19 20