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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$352K 0.02%
5,689
+58
502
$351K 0.02%
4,938
-457
503
$347K 0.02%
6,382
-550
504
$347K 0.02%
16,369
+442
505
$347K 0.02%
2,845
-198
506
$347K 0.02%
3,417
+581
507
$346K 0.02%
11,812
508
$344K 0.02%
1,350
509
$344K 0.02%
7,000
510
$342K 0.02%
10,474
+315
511
$339K 0.01%
740
-30
512
$339K 0.01%
16,915
513
$338K 0.01%
10,685
-709
514
$338K 0.01%
1,374
+37
515
$337K 0.01%
1,134
-6
516
$337K 0.01%
4,886
-1,296
517
$334K 0.01%
1,513
+54
518
$333K 0.01%
3,764
519
$332K 0.01%
2,423
+430
520
$332K 0.01%
4,419
521
$332K 0.01%
3,619
-34
522
$330K 0.01%
1,434
+68
523
$330K 0.01%
8,536
+2,602
524
$329K 0.01%
5,466
-5,405
525
$328K 0.01%
87,108
+342
19 20
21
22 23