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ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$7.67M
3
+$5.48M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.74M
5
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
+$4.62M

Top Sells

1
+$7.74M
2
+$6.39M
3
+$4.25M
4
TCP
TC Pipelines LP
TCP
+$3.54M
5
NEM icon
Newmont
NEM
+$3.31M

Sector Composition

1 Energy 14.52%
2 Technology 9.25%
3 Industrials 5.55%
4 Communication Services 5.18%
5 Financials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-49,744
477
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478
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-9,205
479
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-14,780
480
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-13,964
481
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-281,477
482
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-11,985
483
– –
-7,011
484
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-10,993
485
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-54,926
486
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-28,530
487
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-1,729
488
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-5,308
489
– –
-15,516
490
– –
-11,791
491
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-17,497
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