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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$265K 0.01%
3,438
-103
602
$265K 0.01%
26,861
+1,648
603
$265K 0.01%
3,542
604
$265K 0.01%
6,967
+151
605
$262K 0.01%
7,420
+1,310
606
$262K 0.01%
7,405
+154
607
$260K 0.01%
592
+1
608
$260K 0.01%
3,623
+124
609
$260K 0.01%
21,959
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610
$259K 0.01%
13,052
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611
$259K 0.01%
33,498
-2,305
612
$258K 0.01%
1,803
-27
613
$258K 0.01%
3,865
+73
614
$257K 0.01%
661
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615
$257K 0.01%
528
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616
$257K 0.01%
7,420
617
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618
$256K 0.01%
352
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619
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620
$254K 0.01%
30,372
621
$253K 0.01%
4,472
-225
622
$252K 0.01%
1,295
+35
623
$252K 0.01%
24,052
+450
624
$251K 0.01%
3,221
+120
625
$249K 0.01%
4,313
-1,572
23 24
25
26 27