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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$203K 0.01%
+2,270
477
$202K 0.01%
+2,057
478
$202K 0.01%
+10,981
479
$200K 0.01%
+10,000
480
$192K 0.01%
12,695
-100
481
$192K 0.01%
10,811
482
$188K 0.01%
+11,772
483
$181K 0.01%
13,034
-104
484
$170K 0.01%
23,436
-195
485
$167K 0.01%
10,354
486
$155K 0.01%
12,639
+2,087
487
$155K 0.01%
10,750
488
$136K 0.01%
11,508
-236
489
$128K 0.01%
11,625
-725
490
$117K 0.01%
+10,000
491
$107K 0.01%
24,465
+415
492
$107K 0.01%
46,317
+17,423
493
$107K 0.01%
12,020
494
$104K 0.01%
13,010
+2,475
495
$104K 0.01%
11,444
+800
496
$104K 0.01%
22,398
+5,619
497
$86K ﹤0.01%
25,181
+4,015
498
$84K ﹤0.01%
16,183
-182
499
$78K ﹤0.01%
14,407
+53
500
$76K ﹤0.01%
23,625
17 18 19
20
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