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
$1.91B
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$9.38M
3
+$6.72M
4
KW icon
Kennedy-Wilson Holdings
KW
+$6.12M
5
FANG icon
Diamondback Energy
FANG
+$6M

Top Sells

1
+$11.1M
2
+$5.93M
3
+$5.45M
4
TRPA
Hartford AAA CLO ETF
TRPA
+$5.26M
5
MPW icon
Medical Properties Trust
MPW
+$5.15M

Sector Composition

1 Technology 11.83%
2 Energy 9.59%
3 Financials 7.49%
4 Consumer Discretionary 6.4%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$267K 0.01%
5,797
+316
477
$266K 0.01%
5,767
478
$265K 0.01%
2,178
-14
479
$262K 0.01%
2,487
+546
480
$260K 0.01%
11,072
+3,196
481
$259K 0.01%
4,565
+727
482
$259K 0.01%
7,838
+670
483
$259K 0.01%
10,638
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484
$258K 0.01%
1,078
+43
485
$258K 0.01%
18,462
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486
$255K 0.01%
109,831
+29,188
487
$251K 0.01%
+829
488
$250K 0.01%
1,156
-30
489
$249K 0.01%
8,455
+1,485
490
$249K 0.01%
5,066
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491
$247K 0.01%
4,885
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492
$247K 0.01%
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493
$247K 0.01%
10,181
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494
$246K 0.01%
5,177
-1,941
495
$246K 0.01%
+1,176
496
$246K 0.01%
2,128
+73
497
$245K 0.01%
+4,654
498
$245K 0.01%
2,795
+496
499
$242K 0.01%
3,456
+606
500
$242K 0.01%
+1,540
18 19
20
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