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
$2.4B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.52M
4
CRH icon
CRH
CRH
+$8.22M
5
ENB icon
Enbridge
ENB
+$7.87M

Top Sells

1
+$18.5M
2
+$8.95M
3
+$8.5M
4
WFG icon
West Fraser Timber
WFG
+$5.75M
5
ERIC icon
Ericsson
ERIC
+$5.57M

Sector Composition

1 Technology 14.27%
2 Energy 9.48%
3 Financials 6.4%
4 Consumer Discretionary 5.69%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$238K 0.01%
+2,491
652
$237K 0.01%
+4,390
653
$237K 0.01%
+7,217
654
$237K 0.01%
+6,537
655
$237K 0.01%
1,650
-190
656
$237K 0.01%
3,792
+684
657
$236K 0.01%
5,550
+286
658
$236K 0.01%
13,886
+2,937
659
$236K 0.01%
+1,749
660
$232K 0.01%
+6,110
661
$232K 0.01%
+5,702
662
$232K 0.01%
9,760
+1,058
663
$232K 0.01%
516
-803
664
$231K 0.01%
+1,968
665
$230K 0.01%
1,793
+55
666
$230K 0.01%
+7,332
667
$229K 0.01%
7,251
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668
$228K 0.01%
3,499
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669
$228K 0.01%
+1,719
670
$227K 0.01%
6,935
-225
671
$226K 0.01%
+11,154
672
$225K 0.01%
3,629
-53
673
$225K 0.01%
+1,779
674
$225K 0.01%
4,542
-61,200
675
$224K 0.01%
+1,849
25 26
27
28 29