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
$514M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$4.71M
3
+$3.56M
4
SPLS
Staples Inc
SPLS
+$3.04M
5
LULU icon
lululemon athletica
LULU
+$3.04M

Top Sells

1
+$13.4M
2
+$4.03M
3
+$2.99M
4
EBAY icon
eBay
EBAY
+$2.73M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$2.58M

Sector Composition

1 Energy 10.32%
2 Technology 9.92%
3 Industrials 6.91%
4 Healthcare 6.69%
5 Financials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.18M 1.2%
51,763
+755
27
$6.12M 1.19%
133,563
+3,805
28
$6.12M 1.19%
89,441
29
$6.08M 1.18%
158,738
+2,906
30
$5.68M 1.11%
195,575
+6,237
31
$5.47M 1.06%
51,322
+699
32
$5.47M 1.06%
108,441
+58,270
33
$5.36M 1.04%
162,860
+108,097
34
$5.31M 1.03%
38,440
+390
35
$5.19M 1.01%
58,253
+555
36
$5.11M 1%
132,032
+1,719
37
$4.88M 0.95%
78,765
+979
38
$4.6M 0.9%
49,407
+1,164
39
$4.42M 0.86%
47,026
+1,032
40
$4.32M 0.84%
86,401
+1,775
41
$4.28M 0.83%
38,514
+415
42
$4.14M 0.81%
204,752
+4,245
43
$4.08M 0.79%
7,809
+219
44
$3.98M 0.77%
63,915
+660
45
$3.78M 0.74%
62,766
+1,095
46
$3.78M 0.74%
46,073
+965
47
$3.48M 0.68%
64,398
+870
48
$3.47M 0.68%
99,681
-48,536
49
$3.45M 0.67%
43,392
+405
50
$3.44M 0.67%
66,300
+705
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