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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$277K 0.01%
6,120
+223
502
$275K 0.01%
13,269
+558
503
$271K 0.01%
6,148
+223
504
$270K 0.01%
159
+3
505
$268K 0.01%
1,526
-20
506
$267K 0.01%
1,375
+45
507
$267K 0.01%
+5,279
508
$265K 0.01%
+890
509
$264K 0.01%
4,648
-237
510
$262K 0.01%
+1,832
511
$261K 0.01%
6,293
512
$259K 0.01%
16,450
513
$259K 0.01%
2,880
+319
514
$258K 0.01%
1,860
515
$257K 0.01%
986
+2
516
$256K 0.01%
+5,000
517
$253K 0.01%
+2,288
518
$252K 0.01%
+544
519
$251K 0.01%
+6,721
520
$251K 0.01%
1,378
+20
521
$250K 0.01%
1,490
522
$250K 0.01%
+1,655
523
$249K 0.01%
6,134
524
$249K 0.01%
5,253
-881
525
$247K 0.01%
21,083
+1,766
19 20
21
22 23