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
476
$304K 0.01%
5,456
+349
477
$303K 0.01%
464
+40
478
$303K 0.01%
4,433
-584
479
$302K 0.01%
3,542
480
$301K 0.01%
2,177
+389
481
$297K 0.01%
1,974
482
$296K 0.01%
803
-47
483
$296K 0.01%
8,020
484
$295K 0.01%
4,100
+80
485
$295K 0.01%
4,090
-143
486
$294K 0.01%
3,163
+56
487
$293K 0.01%
2,512
+158
488
$292K 0.01%
7,913
+915
489
$289K 0.01%
957
490
$287K 0.01%
619
+17
491
$287K 0.01%
1,378
+18
492
$286K 0.01%
5,191
+264
493
$286K 0.01%
1,775
-1,069
494
$284K 0.01%
+2,771
495
$284K 0.01%
5,767
496
$284K 0.01%
1,063
-77
497
$283K 0.01%
2,816
+836
498
$283K 0.01%
4,862
+56
499
$280K 0.01%
9,295
+1,653
500
$277K 0.01%
+2,025
18 19
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