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
$1.91B
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$9.38M
3
+$6.72M
4
KW icon
Kennedy-Wilson Holdings
KW
+$6.12M
5
FANG icon
Diamondback Energy
FANG
+$6M

Top Sells

1
+$11.1M
2
+$5.93M
3
+$5.45M
4
TRPA
Hartford AAA CLO ETF
TRPA
+$5.26M
5
MPW icon
Medical Properties Trust
MPW
+$5.15M

Sector Composition

1 Technology 11.83%
2 Energy 9.59%
3 Financials 7.49%
4 Consumer Discretionary 6.4%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$177K 0.01%
4,122
+869
577
$168K 0.01%
19,758
-2,439
578
$163K 0.01%
41,262
+13,752
579
$161K 0.01%
12,539
+454
580
$158K 0.01%
43,268
+1,268
581
$152K 0.01%
34,150
+6,416
582
$149K 0.01%
11,402
+269
583
$146K 0.01%
+10,194
584
$141K 0.01%
+11,379
585
$140K 0.01%
14,693
+1,132
586
$134K 0.01%
74,786
+35,797
587
$134K 0.01%
11,745
588
$134K 0.01%
11,822
+758
589
$132K 0.01%
+14,317
590
$121K 0.01%
+19,854
591
$111K 0.01%
50,320
+29,580
592
$109K 0.01%
+12,213
593
$109K 0.01%
+21,332
594
$105K 0.01%
14,268
-838
595
$105K 0.01%
+12,422
596
$101K 0.01%
+20,582
597
$97K 0.01%
29,538
-1,925
598
$83K ﹤0.01%
23,100
599
$74K ﹤0.01%
10,057
-758
600
$66K ﹤0.01%
11,829
+1,471
22 23
24
25 26