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
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$25.4M
3
+$24.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$17.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.2M

Top Sells

1
+$65.7M
2
+$8.55M
3
+$8.04M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.59M
5
KMI icon
Kinder Morgan
KMI
+$6.23M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$444K 0.01%
3,324
+355
552
$442K 0.01%
6,933
+1,634
553
$442K 0.01%
14,451
+31
554
$441K 0.01%
96,707
+2,480
555
$440K 0.01%
2,269
+50
556
$439K 0.01%
4,543
+84
557
$439K 0.01%
19,337
+11
558
$439K 0.01%
28,127
+5,051
559
$438K 0.01%
20,425
+1,167
560
$438K 0.01%
2,743
561
$436K 0.01%
3,461
+205
562
$436K 0.01%
4,508
+150
563
$435K 0.01%
3,117
-349
564
$433K 0.01%
5,628
-346
565
$432K 0.01%
33,137
-9,077
566
$431K 0.01%
6,599
567
$430K 0.01%
1,784
-207
568
$427K 0.01%
7,755
-444
569
$427K 0.01%
954
+373
570
$423K 0.01%
3,851
+52
571
$421K 0.01%
924
+53
572
$419K 0.01%
3,192
+377
573
$419K 0.01%
7,061
+137
574
$418K 0.01%
2,755
+32
575
$416K 0.01%
10,093
21 22
23
24 25