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
$2.98B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.4M
3
+$11.8M
4
MTB icon
M&T Bank
MTB
+$10.9M
5
TTE icon
TotalEnergies
TTE
+$8.92M

Top Sells

1
+$20.2M
2
+$16.8M
3
+$12.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.5M
5
STR
Sitio Royalties
STR
+$9.45M

Sector Composition

1 Technology 14.2%
2 Energy 8.09%
3 Financials 7.42%
4 Industrials 6.36%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$478K 0.02%
3,850
-1
527
$477K 0.02%
124,740
-1,069
528
$476K 0.02%
6,609
-972
529
$475K 0.02%
7,021
+645
530
$473K 0.02%
8,076
+1,237
531
$471K 0.02%
+5,075
532
$471K 0.02%
5,705
+1,278
533
$469K 0.02%
1,846
+253
534
$469K 0.02%
2,082
-6
535
$468K 0.02%
9,872
-978
536
$467K 0.02%
3,411
+484
537
$467K 0.02%
6,327
+980
538
$465K 0.02%
2,318
+45
539
$464K 0.02%
3,211
-19,766
540
$463K 0.02%
10,122
-2,951
541
$463K 0.02%
4,032
+1,379
542
$462K 0.02%
3,227
+1
543
$462K 0.02%
11,743
+200
544
$461K 0.02%
31,003
-6,382
545
$461K 0.02%
4,708
+67
546
$460K 0.02%
3,469
-56
547
$456K 0.02%
+4,490
548
$455K 0.02%
7,129
+1,489
549
$453K 0.02%
8,796
-216
550
$453K 0.02%
14,545
-93,112
20 21
22
23 24