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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$435K 0.02%
2,384
-197
427
$435K 0.02%
28,207
+3,454
428
$434K 0.02%
4,961
-2,029
429
$432K 0.02%
1,462
-14
430
$431K 0.02%
1,284
+1
431
$431K 0.02%
4,459
+133
432
$429K 0.02%
5,103
+3
433
$428K 0.02%
9,266
+3,500
434
$428K 0.02%
2,610
+500
435
$427K 0.02%
5,890
+870
436
$427K 0.02%
3,011
+1,000
437
$427K 0.02%
3,938
+579
438
$422K 0.02%
12,562
+2,366
439
$418K 0.02%
5,172
+119
440
$416K 0.02%
3,963
+249
441
$411K 0.02%
7,199
-1,000
442
$410K 0.02%
12,176
+644
443
$410K 0.02%
16,894
+4,320
444
$408K 0.02%
5,047
+6
445
$405K 0.02%
17,187
+1,203
446
$403K 0.02%
6,962
+755
447
$401K 0.02%
4,519
+625
448
$399K 0.02%
5,354
+25
449
$399K 0.02%
9,455
+860
450
$395K 0.02%
7,373
+82
16 17
18
19 20