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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$242K 0.01%
3,838
-395
477
$241K 0.01%
2,249
-1,075
478
$238K 0.01%
+5,045
479
$238K 0.01%
184
-9
480
$238K 0.01%
4,033
-873
481
$237K 0.01%
1,520
-198
482
$235K 0.01%
2,062
+213
483
$235K 0.01%
1,746
+177
484
$234K 0.01%
+3,430
485
$233K 0.01%
6,907
-409
486
$230K 0.01%
3,253
-1,178
487
$230K 0.01%
+17,289
488
$230K 0.01%
1,653
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489
$230K 0.01%
8,020
490
$229K 0.01%
5,350
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491
$228K 0.01%
2,850
-3,859
492
$227K 0.01%
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493
$226K 0.01%
80,643
+33,579
494
$225K 0.01%
10,293
-905
495
$224K 0.01%
+5,481
496
$223K 0.01%
2,031
-377
497
$223K 0.01%
3,542
498
$223K 0.01%
1,119
-206
499
$221K 0.01%
1,941
-593
500
$220K 0.01%
4,496
-478
18 19
20
21 22