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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.2M 0.77%
417,945
-8,423
27
$15.9M 0.76%
938,867
-85,216
28
$15.7M 0.75%
101,215
+3,324
29
$15.2M 0.73%
98,686
+3,196
30
$15.2M 0.72%
301,461
+62,493
31
$15M 0.72%
104,873
+3,981
32
$14.6M 0.7%
200,531
-8,202
33
$14.3M 0.68%
33,340
+1,654
34
$13.3M 0.64%
366,981
+9,269
35
$13.3M 0.64%
38,245
+497
36
$12.6M 0.6%
1,125,601
+27,960
37
$12.1M 0.58%
228,536
+7,803
38
$11.8M 0.57%
348,000
+9,725
39
$11.8M 0.56%
66,875
-167
40
$11.6M 0.56%
281,549
-20,041
41
$11.5M 0.55%
1,054,420
+12,658
42
$11.2M 0.53%
146,196
+28,740
43
$11M 0.53%
70,942
+560
44
$10.8M 0.52%
157,437
+43
45
$10.5M 0.5%
271,564
+263,469
46
$10.4M 0.5%
872,017
-312,190
47
$10.1M 0.48%
258,174
+13,718
48
$10M 0.48%
377,902
+35,024
49
$9.86M 0.47%
201,297
-50,968
50
$9.84M 0.47%
129,660
+13,628
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