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
601
$275K 0.01%
+21,897
602
$275K 0.01%
23,602
+4,328
603
$273K 0.01%
17,003
-1,092
604
$273K 0.01%
3,542
605
$272K 0.01%
197
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606
$271K 0.01%
5,766
-1
607
$270K 0.01%
1,378
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608
$267K 0.01%
+4,813
609
$267K 0.01%
4,532
-159
610
$265K 0.01%
+9,591
611
$263K 0.01%
+9,015
612
$262K 0.01%
36,030
+24,013
613
$262K 0.01%
4,835
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614
$261K 0.01%
4,037
-80,323
615
$261K 0.01%
4,748
-103
616
$259K 0.01%
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617
$259K 0.01%
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618
$258K 0.01%
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619
$257K 0.01%
2,287
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620
$257K 0.01%
1,532
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621
$255K 0.01%
1,993
-18
622
$255K 0.01%
5,299
623
$255K 0.01%
30,372
+612
624
$254K 0.01%
2,259
+30
625
$253K 0.01%
5,934
-2,776
23 24
25
26 27