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
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$25.4M
3
+$24.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$17.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.2M

Top Sells

1
+$65.7M
2
+$8.55M
3
+$8.04M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.59M
5
KMI icon
Kinder Morgan
KMI
+$6.23M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$416K 0.01%
2,066
+9
577
$414K 0.01%
6,045
-10
578
$414K 0.01%
3,082
+220
579
$412K 0.01%
3,865
+28
580
$410K 0.01%
11,543
+739
581
$408K 0.01%
870
+109
582
$408K 0.01%
5,990
583
$407K 0.01%
432
+9
584
$406K 0.01%
1,354
+100
585
$406K 0.01%
3,151
-68
586
$406K 0.01%
2,273
+68
587
$406K 0.01%
4,811
+345
588
$404K 0.01%
1,255
+188
589
$402K 0.01%
4,350
+350
590
$402K 0.01%
1,191
-5
591
$401K 0.01%
11,821
-1,698
592
$401K 0.01%
8,020
593
$401K 0.01%
11,990
+218
594
$400K 0.01%
7,784
+108
595
$400K 0.01%
161,250
+6,420
596
$399K 0.01%
5,347
-133
597
$399K 0.01%
3,102
-1,400
598
$396K 0.01%
1,157
-14
599
$395K 0.01%
11,717
600
$395K 0.01%
12,239
-296
22 23
24
25 26