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
$2.4B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.52M
4
CRH icon
CRH
CRH
+$8.22M
5
ENB icon
Enbridge
ENB
+$7.87M

Top Sells

1
+$18.5M
2
+$8.95M
3
+$8.5M
4
WFG icon
West Fraser Timber
WFG
+$5.75M
5
ERIC icon
Ericsson
ERIC
+$5.57M

Sector Composition

1 Technology 14.27%
2 Energy 9.48%
3 Financials 6.4%
4 Consumer Discretionary 5.69%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$285K 0.01%
20,000
577
$284K 0.01%
+3,784
578
$284K 0.01%
2,045
-797
579
$284K 0.01%
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580
$283K 0.01%
2,563
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581
$282K 0.01%
3,243
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582
$282K 0.01%
113
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583
$282K 0.01%
+3,562
584
$281K 0.01%
1,830
-6
585
$281K 0.01%
1,439
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586
$280K 0.01%
8,020
587
$280K 0.01%
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588
$280K 0.01%
6,324
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589
$279K 0.01%
1,486
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590
$279K 0.01%
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591
$279K 0.01%
580
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592
$279K 0.01%
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593
$278K 0.01%
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594
$278K 0.01%
713
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595
$278K 0.01%
3,101
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596
$277K 0.01%
4,697
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597
$277K 0.01%
9,344
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598
$276K 0.01%
5,539
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599
$276K 0.01%
20,410
+5,833
600
$275K 0.01%
2,882
+24
22 23
24
25 26