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
526
$246K 0.01%
1,572
+3
527
$245K 0.01%
1,125
-19
528
$245K 0.01%
+6,000
529
$245K 0.01%
12,498
+883
530
$245K 0.01%
7,408
+1,016
531
$244K 0.01%
2,867
+96
532
$243K 0.01%
+3,371
533
$243K 0.01%
17,481
+1,251
534
$243K 0.01%
+10,268
535
$243K 0.01%
628
+47
536
$242K 0.01%
1,489
-135
537
$241K 0.01%
+2,143
538
$241K 0.01%
+5,181
539
$241K 0.01%
1,428
+23
540
$240K 0.01%
+5,210
541
$240K 0.01%
+487
542
$239K 0.01%
1,523
-68
543
$239K 0.01%
+2,017
544
$239K 0.01%
1,108
+2
545
$239K 0.01%
+953
546
$238K 0.01%
2,735
+123
547
$236K 0.01%
+7,238
548
$235K 0.01%
1,469
+6
549
$235K 0.01%
1,101
+4
550
$235K 0.01%
12,530
-617
20 21
22
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