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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$234K 0.01%
1,910
+30
552
$234K 0.01%
2,030
+40
553
$233K 0.01%
7,647
-961
554
$232K 0.01%
+188
555
$232K 0.01%
+7,501
556
$232K 0.01%
6,845
557
$232K 0.01%
1,534
558
$231K 0.01%
42,000
559
$230K 0.01%
2,984
560
$230K 0.01%
+8,874
561
$229K 0.01%
1,991
562
$228K 0.01%
1,955
-696
563
$227K 0.01%
12,676
+2,593
564
$226K 0.01%
1,609
-19,127
565
$224K 0.01%
+822
566
$223K 0.01%
417
567
$220K 0.01%
2,873
-517
568
$219K 0.01%
+1,608
569
$219K 0.01%
3,292
-114
570
$219K 0.01%
11,073
-305
571
$219K 0.01%
830
572
$219K 0.01%
+847
573
$219K 0.01%
+5,745
574
$217K 0.01%
6,485
-367
575
$217K 0.01%
+3,030
21 22
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