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
$4.2B
AUM Growth
+$882M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$77.1M
3
+$60.9M
4
JD icon
JD.com
JD
+$51.7M
5
SATS icon
EchoStar
SATS
+$39.3M

Top Sells

1
+$15.8M
2
+$13.3M
3
+$8.26M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$7.55M
5
TGT icon
Target
TGT
+$6.66M

Sector Composition

1 Technology 14.55%
2 Financials 12.8%
3 Energy 8.12%
4 Industrials 6.33%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOGI icon
476
Logitech
LOGI
$17.2B
$759K 0.02%
6,916
+732
GWRE icon
477
Guidewire Software
GWRE
$18.3B
$759K 0.02%
3,300
+1,346
BUD icon
478
AB InBev
BUD
$120B
$757K 0.02%
12,705
-1,887
NGD
479
New Gold Inc
NGD
$6.36B
$751K 0.02%
104,650
-34,840
PIPR icon
480
Piper Sandler
PIPR
$5.39B
$751K 0.02%
2,165
+535
ALC icon
481
Alcon
ALC
$38.9B
$751K 0.02%
10,079
+5,174
LHX icon
482
L3Harris
LHX
$51.2B
$745K 0.02%
2,440
+233
AVAV icon
483
AeroVironment
AVAV
$13.2B
$742K 0.02%
2,357
+242
CW icon
484
Curtiss-Wright
CW
$20.2B
$740K 0.02%
1,362
+578
PSTG icon
485
Pure Storage
PSTG
$31.1B
$739K 0.02%
+8,817
GBTC icon
486
Grayscale Bitcoin Trust
GBTC
$36.4B
$738K 0.02%
8,225
-2,500
CEG icon
487
Constellation Energy
CEG
$114B
$738K 0.02%
2,243
+213
IP icon
488
International Paper
IP
$20B
$736K 0.02%
15,856
+263
ETHO icon
489
Amplify Etho Climate Leadership US ETF
ETHO
$161M
$735K 0.02%
11,546
-65
FSS icon
490
Federal Signal
FSS
$6.82B
$728K 0.02%
6,114
+1,305
SCHD icon
491
Schwab US Dividend Equity ETF
SCHD
$70.6B
$723K 0.02%
26,501
+6,544
VBK icon
492
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$723K 0.02%
2,426
USFD icon
493
US Foods
USFD
$17.2B
$723K 0.02%
9,435
+4,560
KMB icon
494
Kimberly-Clark
KMB
$35.5B
$718K 0.02%
5,719
+264
AWI icon
495
Armstrong World Industries
AWI
$8.12B
$714K 0.02%
3,644
+880
ENSG icon
496
The Ensign Group
ENSG
$10.5B
$709K 0.02%
4,105
+813
EA icon
497
Electronic Arts
EA
$50.8B
$709K 0.02%
3,517
+353
SNDK
498
Sandisk
SNDK
$30.1B
$706K 0.02%
+6,295
NWG icon
499
NatWest
NWG
$67.7B
$706K 0.02%
49,867
+20,595
LAMR icon
500
Lamar Advertising Co
LAMR
$13.4B
$705K 0.02%
5,761
+1,414
18 19
20
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