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
$1.91B
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$9.38M
3
+$6.72M
4
KW icon
Kennedy-Wilson Holdings
KW
+$6.12M
5
FANG icon
Diamondback Energy
FANG
+$6M

Top Sells

1
+$11.1M
2
+$5.93M
3
+$5.45M
4
TRPA
Hartford AAA CLO ETF
TRPA
+$5.26M
5
MPW icon
Medical Properties Trust
MPW
+$5.15M

Sector Composition

1 Technology 11.83%
2 Energy 9.59%
3 Financials 7.49%
4 Consumer Discretionary 6.4%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$239K 0.01%
3,777
-551
502
$239K 0.01%
2,013
-63
503
$237K 0.01%
+11,695
504
$237K 0.01%
1,181
+76
505
$237K 0.01%
+3,466
506
$236K 0.01%
2,554
-412
507
$236K 0.01%
8,868
+1,504
508
$236K 0.01%
10,307
+14
509
$235K 0.01%
2,094
-282
510
$234K 0.01%
5,871
+592
511
$234K 0.01%
1,084
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512
$231K 0.01%
2,179
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513
$231K 0.01%
5,270
+774
514
$228K 0.01%
+854
515
$228K 0.01%
+11,530
516
$228K 0.01%
18,869
+1,580
517
$228K 0.01%
17,574
+4,186
518
$227K 0.01%
4,516
+548
519
$227K 0.01%
10,402
+1,357
520
$226K 0.01%
+3,481
521
$225K 0.01%
+2,633
522
$224K 0.01%
+2,784
523
$224K 0.01%
2,980
+380
524
$223K 0.01%
+6,190
525
$222K 0.01%
1,450
-26
19 20
21
22 23