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
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$25.4M
3
+$24.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$17.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.2M

Top Sells

1
+$65.7M
2
+$8.55M
3
+$8.04M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.59M
5
KMI icon
Kinder Morgan
KMI
+$6.23M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$652K 0.02%
14,355
+586
427
$650K 0.02%
3,281
428
$649K 0.02%
15,254
+2,645
429
$649K 0.02%
3,525
-110
430
$648K 0.02%
5,585
+193
431
$648K 0.02%
3,545
-12
432
$647K 0.02%
14,912
+136
433
$647K 0.02%
2,319
-271
434
$639K 0.02%
8,541
435
$638K 0.02%
3,160
+7
436
$633K 0.02%
2,214
-6
437
$630K 0.02%
29,934
438
$624K 0.02%
9,867
+39
439
$621K 0.02%
1,888
+82
440
$621K 0.02%
13,073
+170
441
$621K 0.02%
17,397
-426
442
$621K 0.02%
+16,760
443
$616K 0.02%
76,011
+929
444
$614K 0.02%
4,643
-100
445
$611K 0.02%
30,203
+715
446
$609K 0.02%
8,225
+700
447
$608K 0.02%
3,155
+2
448
$600K 0.02%
5,086
-76
449
$596K 0.02%
2,937
+7
450
$595K 0.02%
19,047
+295
16 17
18
19 20