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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$336K 0.01%
3,115
+288
452
$335K 0.01%
8,586
+1,870
453
$333K 0.01%
4,601
+9
454
$332K 0.01%
+1,385
455
$332K 0.01%
3,102
456
$332K 0.01%
4,620
+140
457
$331K 0.01%
14,485
458
$330K 0.01%
2,275
-47
459
$328K 0.01%
3,236
+275
460
$328K 0.01%
4,937
-31,755
461
$327K 0.01%
815
+9
462
$327K 0.01%
4,392
+7
463
$327K 0.01%
503
+54
464
$326K 0.01%
4,892
-48
465
$321K 0.01%
2,960
+1
466
$317K 0.01%
671
+60
467
$315K 0.01%
3,073
+314
468
$310K 0.01%
7,341
+483
469
$309K 0.01%
2,513
+102
470
$309K 0.01%
2,810
+116
471
$309K 0.01%
16,225
-2,564
472
$309K 0.01%
16,296
+6
473
$306K 0.01%
3,324
+219
474
$304K 0.01%
+7,774
475
$304K 0.01%
4,863
-637
17 18
19
20 21