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
701
$321K 0.01%
2,527
+562
702
$321K 0.01%
3,034
703
$320K 0.01%
4,287
+658
704
$319K 0.01%
1,765
+54
705
$319K 0.01%
3,185
+28
706
$319K 0.01%
3,761
+291
707
$318K 0.01%
3,542
708
$318K 0.01%
+6,011
709
$317K 0.01%
13,692
+4,562
710
$315K 0.01%
23,716
+222
711
$314K 0.01%
5,743
+96
712
$314K 0.01%
9,012
+48
713
$313K 0.01%
1,043
-47
714
$313K 0.01%
16,075
715
$312K 0.01%
4,619
+1,417
716
$312K 0.01%
5,135
+14
717
$311K 0.01%
1,895
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718
$310K 0.01%
4,015
+11
719
$310K 0.01%
4,064
-92
720
$310K 0.01%
6,200
-850
721
$309K 0.01%
6,175
-608
722
$309K 0.01%
30,367
+12,781
723
$307K 0.01%
15,166
+2,395
724
$306K 0.01%
3,379
-91
725
$305K 0.01%
1,985
-361
27 28
29
30 31