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
$2.98B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.4M
3
+$11.8M
4
MTB icon
M&T Bank
MTB
+$10.9M
5
TTE icon
TotalEnergies
TTE
+$8.92M

Top Sells

1
+$20.2M
2
+$16.8M
3
+$12.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.5M
5
STR
Sitio Royalties
STR
+$9.45M

Sector Composition

1 Technology 14.2%
2 Energy 8.09%
3 Financials 7.42%
4 Industrials 6.36%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$419K 0.01%
6,933
577
$416K 0.01%
+3,042
578
$416K 0.01%
19,325
-12
579
$416K 0.01%
1,314
+123
580
$415K 0.01%
704
+143
581
$414K 0.01%
5,556
-209
582
$413K 0.01%
7,931
+176
583
$413K 0.01%
1,742
+131
584
$412K 0.01%
4,398
+1,903
585
$411K 0.01%
1,410
-906
586
$410K 0.01%
5,061
587
$410K 0.01%
14,168
+3,058
588
$409K 0.01%
3,269
+187
589
$408K 0.01%
5,990
590
$408K 0.01%
5,337
-123
591
$407K 0.01%
1,881
+186
592
$407K 0.01%
14,097
+405
593
$407K 0.01%
3,693
-53
594
$404K 0.01%
61,314
+16,338
595
$401K 0.01%
3,995
-99
596
$400K 0.01%
3,462
-115
597
$400K 0.01%
26,231
-1,896
598
$397K 0.01%
4,954
+404
599
$395K 0.01%
2,588
+61
600
$393K 0.01%
2,790
+312
22 23
24
25 26