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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$377K 0.02%
3,844
477
$374K 0.02%
2,602
+49
478
$374K 0.02%
5,514
+242
479
$373K 0.02%
3,558
-34
480
$371K 0.02%
5,800
+15
481
$371K 0.02%
3,088
+96
482
$371K 0.02%
9,012
-5,216
483
$370K 0.02%
2,392
+41
484
$370K 0.02%
25,571
-367
485
$370K 0.02%
39,056
+19,768
486
$369K 0.02%
4,114
+109
487
$367K 0.02%
35,027
488
$366K 0.02%
8,498
+102
489
$365K 0.02%
5,000
490
$363K 0.02%
14,069
+37
491
$363K 0.02%
3,525
-12
492
$362K 0.02%
2,342
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493
$361K 0.02%
13,212
-214
494
$359K 0.02%
6,615
+369
495
$359K 0.02%
5,756
-197
496
$358K 0.02%
10,330
497
$357K 0.02%
2,188
+25
498
$356K 0.02%
17,423
+116
499
$353K 0.02%
2,148
+709
500
$352K 0.02%
2,068
+3
18 19
20
21 22