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
$2.4B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.52M
4
CRH icon
CRH
CRH
+$8.22M
5
ENB icon
Enbridge
ENB
+$7.87M

Top Sells

1
+$18.5M
2
+$8.95M
3
+$8.5M
4
WFG icon
West Fraser Timber
WFG
+$5.75M
5
ERIC icon
Ericsson
ERIC
+$5.57M

Sector Composition

1 Technology 14.27%
2 Energy 9.48%
3 Financials 6.4%
4 Consumer Discretionary 5.69%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$302K 0.01%
1,537
+17
552
$301K 0.01%
2,483
+43
553
$301K 0.01%
2,011
+522
554
$301K 0.01%
17,819
+2,498
555
$300K 0.01%
6,702
+909
556
$299K 0.01%
9,039
+514
557
$299K 0.01%
6,000
558
$296K 0.01%
35,803
559
$296K 0.01%
3,224
+654
560
$296K 0.01%
3,136
+205
561
$295K 0.01%
4,034
-26
562
$295K 0.01%
2,591
-1,384
563
$295K 0.01%
+5,869
564
$294K 0.01%
+6,816
565
$293K 0.01%
2,005
+149
566
$293K 0.01%
+766
567
$292K 0.01%
1,025
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568
$291K 0.01%
37,933
-2,056
569
$291K 0.01%
3,541
+44
570
$290K 0.01%
1,801
+363
571
$289K 0.01%
2,982
-312
572
$287K 0.01%
5,080
-1,091
573
$287K 0.01%
93,415
+4,920
574
$286K 0.01%
365
+31
575
$286K 0.01%
5,915
-73
21 22
23
24 25