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
651
$357K 0.01%
13,109
-323
652
$356K 0.01%
3,307
+227
653
$354K 0.01%
22,714
-8,898
654
$353K 0.01%
10,621
655
$352K 0.01%
6,919
+2,079
656
$351K 0.01%
23,165
+2,850
657
$351K 0.01%
3,070
+165
658
$350K 0.01%
203
659
$350K 0.01%
2,478
+209
660
$350K 0.01%
2,653
+30
661
$349K 0.01%
+8,991
662
$347K 0.01%
15,047
-189,348
663
$347K 0.01%
6,893
+181
664
$347K 0.01%
8,467
+22
665
$347K 0.01%
3,521
+149
666
$346K 0.01%
1,755
+1
667
$346K 0.01%
9,515
-787
668
$346K 0.01%
566
+59
669
$345K 0.01%
3,065
+18
670
$344K 0.01%
11,530
671
$344K 0.01%
22,705
+11,349
672
$343K 0.01%
3,750
-1,587
673
$342K 0.01%
125,809
+4,374
674
$340K 0.01%
4,216
+7
675
$340K 0.01%
44,250
25 26
27
28 29