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
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$25.4M
3
+$24.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$17.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.2M

Top Sells

1
+$65.7M
2
+$8.55M
3
+$8.04M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.59M
5
KMI icon
Kinder Morgan
KMI
+$6.23M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$593K 0.02%
1,394
-78
452
$592K 0.02%
5,755
+97
453
$590K 0.02%
14,925
454
$590K 0.02%
2,780
+48
455
$590K 0.02%
6,240
+124
456
$589K 0.02%
8,133
-497
457
$586K 0.02%
3,623
+3
458
$586K 0.02%
4,665
-96
459
$586K 0.02%
10,095
-1,050
460
$584K 0.02%
2,579
461
$583K 0.02%
10,850
+1,054
462
$576K 0.02%
3,226
+7
463
$574K 0.02%
15,499
+5,525
464
$566K 0.02%
5,836
+973
465
$565K 0.02%
6,331
+106
466
$564K 0.02%
5,632
467
$562K 0.02%
15,285
+54
468
$558K 0.02%
56,325
+44,010
469
$557K 0.02%
35,516
-1,442
470
$556K 0.02%
1,920
471
$552K 0.02%
12,306
-267
472
$550K 0.02%
6,941
-5
473
$549K 0.02%
13,050
-587
474
$545K 0.02%
5,886
475
$545K 0.02%
3,746
+159
17 18
19
20 21