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
626
$249K 0.01%
3,605
-35
627
$249K 0.01%
3,630
-207
628
$247K 0.01%
13,499
-5,926
629
$247K 0.01%
5,299
630
$246K 0.01%
+3,657
631
$246K 0.01%
2,865
-304
632
$245K 0.01%
8,544
-10
633
$243K 0.01%
14,632
+837
634
$243K 0.01%
1,030
+200
635
$243K 0.01%
2,832
636
$243K 0.01%
4,859
637
$242K 0.01%
5,781
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638
$241K 0.01%
7,273
639
$241K 0.01%
3,610
640
$240K 0.01%
3,964
+198
641
$240K 0.01%
739
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642
$238K 0.01%
1,450
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643
$238K 0.01%
10,851
+1,091
644
$238K 0.01%
4,440
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645
$237K 0.01%
+3,949
646
$237K 0.01%
957
647
$236K 0.01%
1,905
+156
648
$235K 0.01%
+12,323
649
$234K 0.01%
6,973
650
$234K 0.01%
7,278
+285
24 25
26
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