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
$2.45B
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.2M
3
+$9.25M
4
BWA icon
BorgWarner
BWA
+$8.08M
5
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
+$7.84M

Top Sells

1
+$51.5M
2
+$14.7M
3
+$13.6M
4
NUE icon
Nucor
NUE
+$11.5M
5
TM icon
Toyota
TM
+$7.2M

Sector Composition

1 Technology 14.2%
2 Financials 8.86%
3 Energy 8.54%
4 Consumer Discretionary 6.52%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$238K 0.01%
+3,924
552
$237K 0.01%
+2,775
553
$236K 0.01%
3,092
-272
554
$236K 0.01%
+8,356
555
$235K 0.01%
2,212
-76
556
$235K 0.01%
936
+116
557
$235K 0.01%
1,489
558
$235K 0.01%
7,110
+265
559
$233K 0.01%
+6,405
560
$233K 0.01%
5,212
-41
561
$233K 0.01%
11,649
+1,259
562
$232K 0.01%
+3,651
563
$232K 0.01%
+8,775
564
$231K 0.01%
1,534
565
$230K 0.01%
1,682
+74
566
$229K 0.01%
+4,376
567
$229K 0.01%
485
-2
568
$228K 0.01%
+2,525
569
$228K 0.01%
94,429
+24,239
570
$228K 0.01%
+3,138
571
$228K 0.01%
1,667
+239
572
$226K 0.01%
16,280
-170
573
$226K 0.01%
2,984
574
$225K 0.01%
2,142
+125
575
$224K 0.01%
1,091
-17
21 22
23
24 25