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
476
$229K 0.01%
1,860
477
$228K 0.01%
984
+2
478
$227K 0.01%
+2,203
479
$227K 0.01%
+6,384
480
$221K 0.01%
+6,082
481
$221K 0.01%
+2,698
482
$220K 0.01%
6,888
+36
483
$219K 0.01%
16,521
+3,882
484
$219K 0.01%
+3,764
485
$219K 0.01%
+7,246
486
$219K 0.01%
1,534
487
$216K 0.01%
+3,004
488
$216K 0.01%
+156
489
$215K 0.01%
+6,140
490
$214K 0.01%
+1,449
491
$214K 0.01%
+1,473
492
$214K 0.01%
+901
493
$213K 0.01%
+541
494
$212K 0.01%
+903
495
$211K 0.01%
+764
496
$206K 0.01%
+5,379
497
$206K 0.01%
+567
498
$206K 0.01%
+2,544
499
$205K 0.01%
+373
500
$204K 0.01%
11,850
-9,950
18 19
20
21 22