ECM

Evergreen Capital Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$6.45M
3
+$3.14M
4
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
+$2.84M
5
EPB
EL PASO PIPELINE PARTNERS, L.P. COM UNITS REPSTG LTD PART
EPB
+$2.78M

Top Sells

1
+$12.6M
2
+$12.1M
3
+$3.34M
4
INTC icon
Intel
INTC
+$2.37M
5
SH icon
ProShares Short S&P500
SH
+$2.31M

Sector Composition

1 Energy 11.01%
2 Technology 10.25%
3 Industrials 7.19%
4 Healthcare 6.64%
5 Financials 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.45M 1.27%
+80,290
27
$6.32M 1.24%
155,832
+358
28
$6.08M 1.2%
89,441
-10,000
29
$5.47M 1.08%
189,338
-2,177
30
$5.3M 1.04%
50,623
-361
31
$5.03M 0.99%
129,758
+1,333
32
$4.96M 0.98%
77,786
+22
33
$4.95M 0.97%
57,698
-70
34
$4.88M 0.96%
130,313
+396
35
$4.82M 0.95%
38,050
-30
36
$4.74M 0.93%
27,341
+700
37
$4.63M 0.91%
45,994
-15,805
38
$4.58M 0.9%
148,217
-76,749
39
$4.4M 0.87%
38,099
+43
40
$4.31M 0.85%
48,243
+159
41
$4.28M 0.84%
200,507
-1,183
42
$4.21M 0.83%
63,255
-535
43
$4.14M 0.82%
84,626
-1,450
44
$4.08M 0.8%
45,108
+396
45
$3.84M 0.76%
32,575
-130
46
$3.81M 0.75%
234,548
+1,584
47
$3.8M 0.75%
7,590
+268
48
$3.62M 0.71%
100,252
-550
49
$3.55M 0.7%
61,671
+147
50
$3.47M 0.68%
63,528
-279
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2
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