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
$2.98B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.4M
3
+$11.8M
4
MTB icon
M&T Bank
MTB
+$10.9M
5
TTE icon
TotalEnergies
TTE
+$8.92M

Top Sells

1
+$20.2M
2
+$16.8M
3
+$12.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.5M
5
STR
Sitio Royalties
STR
+$9.45M

Sector Composition

1 Technology 14.2%
2 Energy 8.09%
3 Financials 7.42%
4 Industrials 6.36%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$451K 0.02%
7,058
+345
552
$450K 0.02%
325
+29
553
$447K 0.02%
3,452
+67
554
$447K 0.02%
18,297
-4,417
555
$442K 0.01%
7,498
+2,678
556
$440K 0.01%
3,606
+299
557
$439K 0.01%
1,522
-375
558
$438K 0.01%
720
-69
559
$437K 0.01%
22,093
+7,639
560
$436K 0.01%
13,104
+920
561
$436K 0.01%
12,481
+491
562
$436K 0.01%
5,000
563
$435K 0.01%
11,230
+222
564
$435K 0.01%
15,866
+2
565
$433K 0.01%
6,105
+477
566
$431K 0.01%
6,821
+1,902
567
$430K 0.01%
10,982
+2,318
568
$430K 0.01%
14,699
+655
569
$427K 0.01%
1,119
-18
570
$427K 0.01%
5,126
-70
571
$425K 0.01%
2,326
+573
572
$425K 0.01%
7,418
+357
573
$425K 0.01%
16,956
-196
574
$423K 0.01%
5,063
+252
575
$421K 0.01%
7,715
+1,314
21 22
23
24 25