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
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$25.4M
3
+$24.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$17.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.2M

Top Sells

1
+$65.7M
2
+$8.55M
3
+$8.04M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.59M
5
KMI icon
Kinder Morgan
KMI
+$6.23M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$376K 0.01%
3,459
+215
627
$375K 0.01%
11,008
+813
628
$375K 0.01%
7,099
+44
629
$375K 0.01%
+296
630
$374K 0.01%
1,593
+175
631
$373K 0.01%
530
-1
632
$372K 0.01%
24,906
-5,720
633
$371K 0.01%
3,433
+7
634
$371K 0.01%
6,713
-1,613
635
$371K 0.01%
56,225
-27,115
636
$371K 0.01%
3,725
-39
637
$370K 0.01%
3,745
+779
638
$369K 0.01%
4,094
+553
639
$368K 0.01%
1,291
+134
640
$368K 0.01%
17,268
641
$367K 0.01%
12,870
-5,605
642
$365K 0.01%
+7,008
643
$364K 0.01%
+9,200
644
$363K 0.01%
4,550
+113
645
$362K 0.01%
6,953
+176
646
$361K 0.01%
10,515
-1,282
647
$361K 0.01%
11,017
+3,209
648
$359K 0.01%
6,839
-66
649
$359K 0.01%
1,722
-262
650
$358K 0.01%
4,427
+194
24 25
26
27 28