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
$2.45B
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.2M
3
+$9.25M
4
BWA icon
BorgWarner
BWA
+$8.08M
5
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
+$7.84M

Top Sells

1
+$51.5M
2
+$14.7M
3
+$13.6M
4
NUE icon
Nucor
NUE
+$11.5M
5
TM icon
Toyota
TM
+$7.2M

Sector Composition

1 Technology 14.2%
2 Financials 8.86%
3 Energy 8.54%
4 Consumer Discretionary 6.52%
5 Healthcare 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$224K 0.01%
13,457
-97
577
$223K 0.01%
+984
578
$222K 0.01%
1,352
+248
579
$221K 0.01%
10,462
+194
580
$220K 0.01%
674
+257
581
$220K 0.01%
1,682
-93
582
$220K 0.01%
1,925
+93
583
$219K 0.01%
1,670
+205
584
$218K 0.01%
159
585
$217K 0.01%
2,759
+387
586
$216K 0.01%
1,571
+48
587
$216K 0.01%
2,752
+609
588
$215K 0.01%
2,964
+229
589
$214K 0.01%
+3,457
590
$214K 0.01%
393
-71
591
$214K 0.01%
3,600
-1,652
592
$214K 0.01%
+4,681
593
$212K 0.01%
+954
594
$212K 0.01%
117,843
+39,985
595
$211K 0.01%
+3,459
596
$211K 0.01%
914
-39
597
$211K 0.01%
7,540
+1,149
598
$210K 0.01%
+6,520
599
$209K 0.01%
+1,215
600
$209K 0.01%
+5,584
22 23
24
25 26