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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$201K 0.01%
+830
502
$201K 0.01%
2,087
+30
503
$200K 0.01%
+5,572
504
$198K 0.01%
28,746
+5,310
505
$198K 0.01%
11,585
+604
506
$187K 0.01%
13,743
+709
507
$185K 0.01%
+10,452
508
$182K 0.01%
19,296
+7,852
509
$178K 0.01%
11,104
-1,591
510
$178K 0.01%
+27,000
511
$163K 0.01%
10,750
512
$161K 0.01%
28,436
+6,038
513
$157K 0.01%
+10,265
514
$143K 0.01%
11,337
-171
515
$136K 0.01%
34,790
+9,609
516
$132K 0.01%
51,898
+5,581
517
$132K 0.01%
12,020
518
$120K 0.01%
+10,334
519
$119K 0.01%
27,083
+10,440
520
$117K 0.01%
18,804
+2,621
521
$115K 0.01%
10,000
522
$110K 0.01%
20,331
+5,924
523
$92K ﹤0.01%
23,649
-816
524
$88K ﹤0.01%
23,625
525
$85K ﹤0.01%
21,897
+282
19 20
21
22 23