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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$216K 0.01%
7,898
+905
577
$215K 0.01%
+1,745
578
$215K 0.01%
+1,096
579
$214K 0.01%
787
-82
580
$211K 0.01%
+820
581
$211K 0.01%
+5,362
582
$211K 0.01%
+4,333
583
$210K 0.01%
+5,979
584
$209K 0.01%
424
-6
585
$209K 0.01%
1,465
+87
586
$208K 0.01%
1,902
+52
587
$207K 0.01%
+3,413
588
$207K 0.01%
14,346
-91
589
$206K 0.01%
+1,104
590
$206K 0.01%
+9,465
591
$206K 0.01%
+938
592
$205K 0.01%
+2,872
593
$205K 0.01%
+1,376
594
$205K 0.01%
+6,391
595
$204K 0.01%
+2,523
596
$204K 0.01%
+986
597
$203K 0.01%
+828
598
$202K 0.01%
+889
599
$202K 0.01%
13,554
+1,436
600
$201K 0.01%
+2,783
22 23
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