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
$497M
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.06M
3
+$4.01M
4
VZ icon
Verizon
VZ
+$3.65M
5
MYY icon
ProShares Short MidCap400
MYY
+$2.73M

Top Sells

1
+$15.4M
2
+$10.5M
3
+$7.09M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$6.11M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.34M

Sector Composition

1 Technology 10.43%
2 Energy 9.96%
3 Industrials 7.06%
4 Healthcare 6.75%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.22M 0.65%
33,043
+445
52
$3.21M 0.65%
42,935
-715
53
$3.19M 0.64%
37,800
54
$3.19M 0.64%
63,807
-2,545
55
$3.19M 0.64%
32,705
-210
56
$3.12M 0.63%
39,926
-78,166
57
$3M 0.6%
128,185
+72,110
58
$2.97M 0.6%
60,619
+699
59
$2.93M 0.59%
16,619
-160
60
$2.93M 0.59%
55,472
-285
61
$2.92M 0.59%
127,485
+7,365
62
$2.88M 0.58%
41,453
-585
63
$2.77M 0.56%
62,765
-2,495
64
$2.74M 0.55%
68,467
-653
65
$2.73M 0.55%
+38,325
66
$2.67M 0.54%
+39,910
67
$2.47M 0.5%
59,965
-75,527
68
$2.44M 0.49%
29,420
-485
69
$2.31M 0.47%
11,716
-11,130
70
$2.25M 0.45%
27,232
-19,455
71
$2.13M 0.43%
111,690
-8,565
72
$2M 0.4%
54,221
-192,561
73
$1.84M 0.37%
36,755
-1,012
74
$1.67M 0.33%
118,405
-1,740
75
$988K 0.2%
14,684
-156,548
1 2
3
4 5