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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$267K 0.01%
4,928
-3,732
452
$267K 0.01%
50,102
+24,498
453
$265K 0.01%
8,416
-19,916
454
$265K 0.01%
1,186
-50
455
$264K 0.01%
4,271
+671
456
$264K 0.01%
2,009
+104
457
$264K 0.01%
2,076
-146
458
$263K 0.01%
1,799
+63
459
$263K 0.01%
14,100
-200
460
$262K 0.01%
73,049
-1,159
461
$262K 0.01%
3,370
-1,115
462
$260K 0.01%
41,654
+17,036
463
$255K 0.01%
1,065
+181
464
$255K 0.01%
1,829
-21,407
465
$254K 0.01%
1,035
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466
$254K 0.01%
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467
$252K 0.01%
4,530
-1,992
468
$250K 0.01%
2,907
-202
469
$250K 0.01%
1,634
-21,312
470
$249K 0.01%
7,168
+462
471
$249K 0.01%
1,476
-49
472
$248K 0.01%
1,246
-91
473
$247K 0.01%
2,245
474
$246K 0.01%
5,817
+1,441
475
$245K 0.01%
4,325
+10
17 18
19
20 21