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
$1.91B
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$9.38M
3
+$6.72M
4
KW icon
Kennedy-Wilson Holdings
KW
+$6.12M
5
FANG icon
Diamondback Energy
FANG
+$6M

Top Sells

1
+$11.1M
2
+$5.93M
3
+$5.45M
4
TRPA
Hartford AAA CLO ETF
TRPA
+$5.26M
5
MPW icon
Medical Properties Trust
MPW
+$5.15M

Sector Composition

1 Technology 11.83%
2 Energy 9.59%
3 Financials 7.49%
4 Consumer Discretionary 6.4%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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635
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638
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639
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640
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-434,326
641
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