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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$257K 0.01%
+4,510
452
$257K 0.01%
6,134
453
$257K 0.01%
13,025
+2,214
454
$255K 0.01%
1,352
-109
455
$254K 0.01%
6,735
+60
456
$252K 0.01%
2,391
+307
457
$251K 0.01%
+612
458
$251K 0.01%
957
459
$248K 0.01%
15,825
+350
460
$247K 0.01%
+2,633
461
$245K 0.01%
9,400
462
$245K 0.01%
1,624
463
$245K 0.01%
9,714
+54
464
$242K 0.01%
+6,601
465
$238K 0.01%
2,920
+158
466
$237K 0.01%
8,367
+815
467
$237K 0.01%
+4,759
468
$236K 0.01%
3,404
-370
469
$234K 0.01%
4,456
470
$234K 0.01%
980
-4
471
$233K 0.01%
4,894
-14
472
$232K 0.01%
3,303
-17
473
$232K 0.01%
1,569
+2
474
$230K 0.01%
1,991
475
$229K 0.01%
600
-35
17 18
19
20 21