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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$230K 0.01%
13,601
452
$230K 0.01%
1,624
453
$230K 0.01%
4,456
454
$228K 0.01%
+635
455
$227K 0.01%
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456
$226K 0.01%
+6,675
457
$225K 0.01%
1,991
458
$225K 0.01%
957
459
$224K 0.01%
2,440
460
$224K 0.01%
+977
461
$221K 0.01%
+1,567
462
$218K 0.01%
2,762
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463
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464
$217K 0.01%
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465
$216K 0.01%
+7,421
466
$213K 0.01%
+6,857
467
$212K 0.01%
+1,048
468
$212K 0.01%
+870
469
$210K 0.01%
+1,534
470
$210K 0.01%
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471
$208K 0.01%
+1,860
472
$207K 0.01%
+7,552
473
$203K 0.01%
+6,852
474
$203K 0.01%
+3,320
475
$203K 0.01%
982
17 18
19
20 21