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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$200K 0.01%
+3,140
602
$185K 0.01%
2,372
+161
603
$179K 0.01%
70,190
+14,271
604
$173K 0.01%
10,747
605
$164K 0.01%
10,000
-1,275
606
$164K 0.01%
149,525
607
$150K 0.01%
30,752
+10,050
608
$150K 0.01%
32,085
+2,862
609
$146K 0.01%
+10,390
610
$133K 0.01%
15,889
+5,435
611
$131K 0.01%
39,767
-5,809
612
$129K 0.01%
18,958
+1,720
613
$127K 0.01%
21,664
-7,213
614
$117K ﹤0.01%
77,858
+26,261
615
$116K ﹤0.01%
24,618
-50
616
$112K ﹤0.01%
+10,848
617
$107K ﹤0.01%
12,020
618
$98K ﹤0.01%
10,159
+159
619
$91K ﹤0.01%
16,598
-5,045
620
$88K ﹤0.01%
21,714
621
$87K ﹤0.01%
15,873
+4,150
622
$81K ﹤0.01%
19,821
-5,112
623
$76K ﹤0.01%
+29,895
624
$74K ﹤0.01%
23,625
625
$69K ﹤0.01%
+10,199
23 24
25
26 27