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
701
$205K 0.01%
6,036
-87
702
$205K 0.01%
225,460
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703
$205K 0.01%
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-198
704
$204K 0.01%
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705
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706
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2,894
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707
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708
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7,418
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$203K 0.01%
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710
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711
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712
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$201K 0.01%
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$201K 0.01%
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715
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716
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27,496
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717
$198K 0.01%
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719
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720
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18,361
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721
$178K 0.01%
16,915
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722
$177K 0.01%
26,020
+109
723
$174K 0.01%
+12,580
724
$173K 0.01%
11,745
725
$170K 0.01%
20,254
+22
27 28
29
30 31