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
526
$327K 0.01%
3,470
-225
527
$326K 0.01%
95,030
+1,615
528
$324K 0.01%
3,417
+193
529
$322K 0.01%
32,815
530
$321K 0.01%
19,326
531
$319K 0.01%
12,529
-4,523
532
$318K 0.01%
2,626
+35
533
$318K 0.01%
2,054
+95
534
$316K 0.01%
718
-15
535
$313K 0.01%
17,897
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536
$312K 0.01%
6,551
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537
$312K 0.01%
3,218
-63
538
$309K 0.01%
4,301
+134
539
$307K 0.01%
4,087
-396
540
$306K 0.01%
37,978
+45
541
$303K 0.01%
9,237
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542
$303K 0.01%
1,854
-164
543
$303K 0.01%
3,074
-208
544
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9,173
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545
$300K 0.01%
+5,326
546
$300K 0.01%
17,516
+513
547
$300K 0.01%
6,000
548
$298K 0.01%
14,303
+417
549
$298K 0.01%
2,906
-76
550
$298K 0.01%
9,101
+62
20 21
22
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