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
526
$72K ﹤0.01%
11,723
527
$58K ﹤0.01%
11,432
+1,308
528
$56K ﹤0.01%
14
529
$40K ﹤0.01%
+11,597
530
$29K ﹤0.01%
1,087
-100
531
$23K ﹤0.01%
763
532
– –
-11,625
533
– –
-10,650
534
– –
-6,857
535
– –
-104,465
536
– –
-26,915
537
– –
-3,830
538
– –
-13,010
539
– –
-26,186
540
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-51,081
541
– –
-5,100
542
– –
-11,772
543
– –
-10,295
544
– –
-580,663
545
– –
-15,496
546
– –
-56,130
547
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-13,601
548
– –
-10,354
549
– –
-12,428
550
– –
-30,322
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