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
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$599K 0.02%
13,586
-230
427
$598K 0.02%
7,792
+957
428
$595K 0.02%
65,760
-202,648
429
$593K 0.02%
4,283
+430
430
$592K 0.02%
14,736
+1,183
431
$589K 0.02%
3,344
-912
432
$587K 0.02%
18,619
-245
433
$587K 0.02%
6,704
+836
434
$579K 0.02%
3,308
+152
435
$577K 0.02%
8,190
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436
$577K 0.02%
1,537
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437
$575K 0.02%
20,848
438
$569K 0.02%
33,485
-5,155
439
$560K 0.02%
6,922
+1,634
440
$557K 0.02%
5,058
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441
$555K 0.02%
10,099
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442
$553K 0.02%
14,228
+1,063
443
$547K 0.02%
3,616
444
$540K 0.02%
4,682
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445
$540K 0.02%
9,185
+52
446
$539K 0.02%
11,609
+211
447
$535K 0.02%
4,502
448
$527K 0.02%
6,826
+564
449
$525K 0.02%
13,646
+170
450
$522K 0.02%
10,768
-2,068
16 17
18
19 20