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
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$367K 0.01%
3,236
-295
577
$367K 0.01%
8,020
578
$366K 0.01%
17,912
+1,414
579
$365K 0.01%
4,179
580
$364K 0.01%
950
+76
581
$364K 0.01%
3,764
582
$364K 0.01%
1,132
+82
583
$363K 0.01%
2,744
+180
584
$362K 0.01%
1,386
+36
585
$362K 0.01%
185,735
-108,280
586
$362K 0.01%
763
+135
587
$361K 0.01%
4,029
+333
588
$361K 0.01%
3,940
+859
589
$359K 0.01%
13,653
+371
590
$359K 0.01%
9,705
+4,101
591
$356K 0.01%
5,816
592
$354K 0.01%
7,050
593
$353K 0.01%
627
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594
$353K 0.01%
1,057
+100
595
$351K 0.01%
11,812
596
$350K 0.01%
3,934
+557
597
$350K 0.01%
692
+22
598
$350K 0.01%
118
+8
599
$349K 0.01%
2,945
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600
$348K 0.01%
2,703
+321
22 23
24
25 26