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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$220K 0.01%
22,197
+6,153
502
$219K 0.01%
6,293
503
$218K 0.01%
5,172
-40
504
$217K 0.01%
1,105
+14
505
$216K 0.01%
+847
506
$214K 0.01%
4,446
+121
507
$214K 0.01%
2,055
+130
508
$211K 0.01%
452
-320
509
$211K 0.01%
2,571
-204
510
$211K 0.01%
+1,223
511
$210K 0.01%
1,201
-114
512
$210K 0.01%
2,299
-5
513
$210K 0.01%
3,096
-1,437
514
$209K 0.01%
7,876
-5,452
515
$209K 0.01%
1,538
-2,757
516
$209K 0.01%
1,398
+61
517
$208K 0.01%
957
518
$208K 0.01%
3,379
-1,063
519
$207K 0.01%
+2,600
520
$207K 0.01%
1,556
+22
521
$205K 0.01%
+6,970
522
$205K 0.01%
8,220
-207,318
523
$205K 0.01%
+9,045
524
$204K 0.01%
4,453
-1,596
525
$202K 0.01%
+8,923
19 20
21
22 23