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
651
$234K 0.01%
5,546
-4
652
$233K 0.01%
12,816
+880
653
$233K 0.01%
7,167
+238
654
$232K 0.01%
4,829
655
$232K 0.01%
863
+23
656
$229K 0.01%
4,841
+6
657
$228K 0.01%
+573
658
$228K 0.01%
3,309
-61
659
$228K 0.01%
26,870
+408
660
$227K 0.01%
885
-140
661
$226K 0.01%
3,980
+80
662
$226K 0.01%
2,210
+205
663
$224K 0.01%
1,905
-304
664
$223K 0.01%
+1,507
665
$222K 0.01%
4,210
-180
666
$222K 0.01%
+4,828
667
$222K 0.01%
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668
$222K 0.01%
2,707
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669
$221K 0.01%
1,719
670
$221K 0.01%
3,698
-136
671
$221K 0.01%
2,184
-318
672
$220K 0.01%
3,662
+117
673
$220K 0.01%
2,285
+26
674
$219K 0.01%
+3,083
675
$218K 0.01%
+2,812
25 26
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