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ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$53.5M
2
+$27.7M
3
+$8.1M
4
SHLX
Shell Midstream Partners, L.P.
SHLX
+$5.34M
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$4.85M

Top Sells

1
+$6.8M
2
+$5.41M
3
+$5.38M
4
TCP
TC Pipelines LP
TCP
+$5.19M
5
MLPA icon
Global X MLP ETF
MLPA
+$3.92M

Sector Composition

1 Technology 13.44%
2 Financials 6.66%
3 Consumer Discretionary 6.09%
4 Energy 6.03%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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460
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464
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