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
676
$339K 0.01%
2,460
+25
677
$339K 0.01%
5,816
678
$338K 0.01%
8,664
+752
679
$337K 0.01%
3,951
+32
680
$336K 0.01%
2,501
-144
681
$334K 0.01%
5,789
+211
682
$333K 0.01%
928
+1
683
$331K 0.01%
1,340
+2
684
$330K 0.01%
+2,420
685
$330K 0.01%
3,889
-91
686
$330K 0.01%
5,291
-6
687
$327K 0.01%
2,429
+24
688
$327K 0.01%
2,794
-1,350
689
$326K 0.01%
885
-15,293
690
$326K 0.01%
1,287
+63
691
$325K 0.01%
7,364
+1,256
692
$325K 0.01%
19,157
+1,118
693
$325K 0.01%
3,332
+47
694
$324K 0.01%
1,335
+38
695
$324K 0.01%
4,552
+296
696
$324K 0.01%
5,376
-296
697
$324K 0.01%
5,640
+79
698
$324K 0.01%
3,213
+327
699
$323K 0.01%
1,274
700
$323K 0.01%
712
+95
26 27
28
29 30