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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$297K 0.01%
7,502
+170
552
$296K 0.01%
3,504
-1,048
553
$295K 0.01%
20,135
-275
554
$295K 0.01%
2,403
-1,714
555
$294K 0.01%
3,102
556
$293K 0.01%
4,047
+13
557
$292K 0.01%
3,703
-436
558
$292K 0.01%
4,484
-48
559
$291K 0.01%
4,760
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560
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+9,538
561
$290K 0.01%
1,551
+14
562
$290K 0.01%
3,251
+52
563
$290K 0.01%
197
564
$290K 0.01%
1,524
+38
565
$290K 0.01%
2,668
+185
566
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5,067
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567
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-15
568
$289K 0.01%
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569
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588
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570
$288K 0.01%
2,743
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571
$288K 0.01%
4,915
+373
572
$287K 0.01%
9,468
-3,709
573
$286K 0.01%
9,315
-549
574
$286K 0.01%
6,622
+466
575
$284K 0.01%
10,579
-733
21 22
23
24 25