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
$2.98B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.4M
3
+$11.8M
4
MTB icon
M&T Bank
MTB
+$10.9M
5
TTE icon
TotalEnergies
TTE
+$8.92M

Top Sells

1
+$20.2M
2
+$16.8M
3
+$12.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.5M
5
STR
Sitio Royalties
STR
+$9.45M

Sector Composition

1 Technology 14.2%
2 Energy 8.09%
3 Financials 7.42%
4 Industrials 6.36%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$540K 0.02%
2,313
+381
477
$539K 0.02%
3,615
+194
478
$536K 0.02%
5,898
+143
479
$536K 0.02%
8,225
480
$536K 0.02%
14,709
481
$534K 0.02%
51,939
+12,540
482
$533K 0.02%
8,892
+211
483
$532K 0.02%
19,029
+65
484
$530K 0.02%
6,955
+376
485
$530K 0.02%
1,218
+333
486
$529K 0.02%
287
+23
487
$529K 0.02%
1,501
+344
488
$525K 0.02%
+10,316
489
$523K 0.02%
+24,185
490
$522K 0.02%
5,570
491
$520K 0.02%
7,914
+294
492
$520K 0.02%
2,515
+246
493
$519K 0.02%
17,507
+3,056
494
$518K 0.02%
4,339
+1,147
495
$517K 0.02%
3,091
+389
496
$514K 0.02%
3,990
+244
497
$514K 0.02%
2,121
+55
498
$513K 0.02%
25,374
+57
499
$513K 0.02%
51,114
-5,211
500
$511K 0.02%
3,106
+749
18 19
20
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