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
676
$290K 0.01%
921
677
$290K 0.01%
+10,102
678
$288K 0.01%
1,230
+59
679
$287K 0.01%
4,573
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680
$287K 0.01%
+1,675
681
$286K 0.01%
532
682
$286K 0.01%
11,965
+526
683
$284K 0.01%
24,633
+692
684
$283K 0.01%
+1,149
685
$283K 0.01%
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686
$282K 0.01%
1,984
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687
$281K 0.01%
6,577
-24
688
$279K 0.01%
6,936
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689
$279K 0.01%
5,422
690
$279K 0.01%
12,355
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691
$278K 0.01%
12,529
692
$274K 0.01%
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693
$274K 0.01%
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694
$274K 0.01%
10,791
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695
$274K 0.01%
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696
$273K 0.01%
7,762
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697
$273K 0.01%
1,251
+182
698
$273K 0.01%
16,075
699
$272K 0.01%
927
+161
700
$272K 0.01%
6,292
+359
26 27
28
29 30