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
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$331K 0.01%
1,542
-37
627
$331K 0.01%
16,778
+4,644
628
$329K 0.01%
1,863
-323
629
$328K 0.01%
120,124
+2,814
630
$328K 0.01%
+875
631
$325K 0.01%
206
632
$324K 0.01%
3,563
+230
633
$324K 0.01%
7,077
-2,310
634
$321K 0.01%
497
+21
635
$320K 0.01%
5,604
+313
636
$320K 0.01%
2,417
+3
637
$319K 0.01%
3,307
+84
638
$318K 0.01%
6,215
+1,176
639
$318K 0.01%
4,226
+52
640
$317K 0.01%
419
+61
641
$317K 0.01%
2,749
+109
642
$315K 0.01%
2,997
+181
643
$315K 0.01%
3,542
644
$315K 0.01%
2,074
+181
645
$314K 0.01%
+4,370
646
$314K 0.01%
15,744
+141
647
$314K 0.01%
1,396
+155
648
$313K 0.01%
5,000
+700
649
$312K 0.01%
5,299
650
$312K 0.01%
49,517
+8,506
24 25
26
27 28