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
526
$201K 0.01%
5,279
527
$200K 0.01%
+7,364
528
$200K 0.01%
1,489
529
$193K 0.01%
+10,000
530
$190K 0.01%
15,450
-830
531
$188K 0.01%
13,388
+2,274
532
$185K 0.01%
11,391
-3,121
533
$178K 0.01%
11,064
-2,393
534
$171K 0.01%
20,828
-192,892
535
$163K 0.01%
152,268
+34,425
536
$152K 0.01%
12,085
-2,232
537
$147K 0.01%
11,133
-572
538
$146K 0.01%
+16,400
539
$142K 0.01%
15,106
-400,584
540
$133K 0.01%
11,745
-275
541
$125K 0.01%
27,734
+3,907
542
$125K 0.01%
13,561
-924
543
$119K 0.01%
27,510
+2,892
544
$113K 0.01%
31,463
+13,185
545
$111K 0.01%
42,000
546
$109K 0.01%
21,292
-1,798
547
$105K 0.01%
+18,468
548
$95K ﹤0.01%
+10,815
549
$80K ﹤0.01%
38,989
-55,440
550
$70K ﹤0.01%
10,358
-10,457
20 21
22
23 24