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
$1.91B
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$9.38M
3
+$6.72M
4
KW icon
Kennedy-Wilson Holdings
KW
+$6.12M
5
FANG icon
Diamondback Energy
FANG
+$6M

Top Sells

1
+$11.1M
2
+$5.93M
3
+$5.45M
4
TRPA
Hartford AAA CLO ETF
TRPA
+$5.26M
5
MPW icon
Medical Properties Trust
MPW
+$5.15M

Sector Composition

1 Technology 11.83%
2 Energy 9.59%
3 Financials 7.49%
4 Consumer Discretionary 6.4%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$206K 0.01%
2,245
552
$206K 0.01%
5,299
-6,399
553
$205K 0.01%
54,552
-18,497
554
$204K 0.01%
1,465
-334
555
$204K 0.01%
+4,217
556
$204K 0.01%
1,196
-633
557
$203K 0.01%
2,450
-2,336
558
$203K 0.01%
+8,836
559
$203K 0.01%
+9,900
560
$202K 0.01%
+7,641
561
$202K 0.01%
1,483
-37
562
$202K 0.01%
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563
$202K 0.01%
4,624
-1,438
564
$201K 0.01%
+7,890
565
$201K 0.01%
1,770
+232
566
$201K 0.01%
3,445
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567
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568
$200K 0.01%
184
569
$200K 0.01%
957
570
$200K 0.01%
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571
$193K 0.01%
42,862
-7,240
572
$190K 0.01%
13,090
+1,699
573
$189K 0.01%
10,000
574
$185K 0.01%
209,700
+57,432
575
$179K 0.01%
15,825
+375
21 22
23
24 25