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
526
$221K 0.01%
7,119
+826
527
$221K 0.01%
+4,600
528
$219K 0.01%
+10,473
529
$218K 0.01%
3,313
+406
530
$217K 0.01%
+3,680
531
$217K 0.01%
+2,276
532
$217K 0.01%
+2,410
533
$217K 0.01%
1,288
+65
534
$216K 0.01%
8,020
535
$215K 0.01%
+2,754
536
$215K 0.01%
7,066
-1,350
537
$213K 0.01%
3,542
538
$213K 0.01%
3,553
539
$212K 0.01%
+1,921
540
$212K 0.01%
6,743
-527
541
$211K 0.01%
+2,708
542
$211K 0.01%
+2,648
543
$211K 0.01%
+2,929
544
$210K 0.01%
+2,570
545
$210K 0.01%
20,828
546
$209K 0.01%
+10,369
547
$209K 0.01%
5,190
+18
548
$208K 0.01%
34,034
-7,620
549
$208K 0.01%
+7,580
550
$206K 0.01%
+4,552
20 21
22
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