ECM

Evergreen Capital Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$6.45M
3
+$3.14M
4
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
+$2.84M
5
EPB
EL PASO PIPELINE PARTNERS, L.P. COM UNITS REPSTG LTD PART
EPB
+$2.78M

Top Sells

1
+$12.6M
2
+$12.1M
3
+$3.34M
4
INTC icon
Intel
INTC
+$2.37M
5
SH icon
ProShares Short S&P500
SH
+$2.31M

Sector Composition

1 Energy 11.01%
2 Technology 10.25%
3 Industrials 7.19%
4 Healthcare 6.64%
5 Financials 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.45M 0.68%
65,595
-33,808
52
$3.41M 0.67%
33,231
+188
53
$3.34M 0.66%
38,403
-1,523
54
$3.24M 0.64%
127,530
-655
55
$3.24M 0.64%
42,987
+52
56
$3.2M 0.63%
37,800
57
$3.16M 0.62%
39,849
-61
58
$3.14M 0.62%
+123,925
59
$3.09M 0.61%
16,613
-6
60
$3.08M 0.61%
62,623
-142
61
$3.04M 0.6%
60,054
-565
62
$2.99M 0.59%
29,707
+287
63
$2.93M 0.58%
55,932
+460
64
$2.84M 0.56%
+122,055
65
$2.84M 0.56%
42,168
+715
66
$2.78M 0.55%
+76,831
67
$2.73M 0.54%
+129,670
68
$2.71M 0.53%
68,944
+477
69
$2.65M 0.52%
60,680
+715
70
$2.54M 0.5%
129,403
+1,918
71
$2.52M 0.5%
37,088
-1,237
72
$2.44M 0.48%
50,171
-23,254
73
$2.42M 0.48%
+294,584
74
$2.27M 0.45%
112,125
+435
75
$2.26M 0.45%
26,157
-1,075
1 2
3
4 5