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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$395K 0.02%
10,795
+451
452
$395K 0.02%
5,092
-10
453
$394K 0.02%
6,626
-160
454
$393K 0.02%
3,576
-15
455
$393K 0.02%
2,576
-155
456
$391K 0.02%
5,900
457
$391K 0.02%
7,642
+662
458
$391K 0.02%
2,728
-51
459
$389K 0.02%
3,053
+267
460
$389K 0.02%
5,672
-704
461
$386K 0.02%
7,750
462
$386K 0.02%
14,239
+1,102
463
$385K 0.02%
1,793
464
$385K 0.02%
6,966
+2,050
465
$385K 0.02%
10,234
+18
466
$384K 0.02%
1,912
+167
467
$384K 0.02%
3,109
+263
468
$383K 0.02%
6,945
+139
469
$383K 0.02%
6,081
+1,001
470
$382K 0.02%
15,948
471
$382K 0.02%
7,211
-180
472
$381K 0.02%
15,268
+853
473
$380K 0.02%
11,258
-835
474
$380K 0.02%
11,718
+126
475
$378K 0.02%
3,368
+805
17 18
19
20 21