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
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$25.4M
3
+$24.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$17.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.2M

Top Sells

1
+$65.7M
2
+$8.55M
3
+$8.04M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.59M
5
KMI icon
Kinder Morgan
KMI
+$6.23M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$481K 0.02%
4,101
-366
527
$479K 0.02%
1,137
+4
528
$478K 0.02%
17,152
+644
529
$477K 0.02%
22,226
-716
530
$477K 0.02%
1,352
+112
531
$476K 0.02%
4,024
+19
532
$472K 0.02%
5,196
-253
533
$471K 0.02%
15,864
-4,994
534
$471K 0.02%
48,412
+11,540
535
$470K 0.02%
7,637
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536
$470K 0.02%
18,378
537
$469K 0.02%
5,205
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538
$468K 0.02%
1,378
-9
539
$467K 0.02%
+4,691
540
$462K 0.02%
8,681
-1,309
541
$462K 0.02%
8,110
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542
$458K 0.01%
3,764
-15
543
$457K 0.01%
16,720
+3,967
544
$456K 0.01%
5,061
545
$453K 0.01%
7,888
+594
546
$453K 0.01%
3,421
+185
547
$452K 0.01%
8,037
-164
548
$451K 0.01%
+6,401
549
$450K 0.01%
3,385
-70
550
$446K 0.01%
1,412
-302
20 21
22
23 24