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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 0.76%
120,199
+5,932
27
$18.8M 0.75%
657,821
+28,401
28
$17M 0.68%
203,172
+1,156
29
$16.8M 0.67%
476,209
+37,669
30
$16.8M 0.67%
35,295
+2,677
31
$16.7M 0.67%
283,143
+4,073
32
$16.6M 0.66%
1,102,699
+21,539
33
$16.3M 0.65%
257,852
+10,905
34
$16.2M 0.65%
97,416
-7,008
35
$16.1M 0.65%
2,212,514
+290,015
36
$16.1M 0.64%
459,131
+15,659
37
$14.7M 0.59%
43,730
+3,128
38
$14.6M 0.58%
48,780
+1,421
39
$14.4M 0.58%
323,155
+16,597
40
$14.1M 0.56%
167,498
+353
41
$13.9M 0.56%
129,651
-30,013
42
$13.9M 0.56%
24,523
-238
43
$13.6M 0.55%
52,748
+14,061
44
$13.6M 0.55%
34,226
+19,685
45
$13.6M 0.54%
313,546
+22,819
46
$13.2M 0.53%
127,944
+6,144
47
$13.1M 0.52%
287,108
-34,035
48
$12.9M 0.52%
148,078
+7,483
49
$12.7M 0.51%
252,978
+7,098
50
$12.4M 0.5%
1,088,414
+10,645
1
2
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