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
$514M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$4.71M
3
+$3.56M
4
SPLS
Staples Inc
SPLS
+$3.04M
5
LULU icon
lululemon athletica
LULU
+$3.04M

Top Sells

1
+$13.4M
2
+$4.03M
3
+$2.99M
4
EBAY icon
eBay
EBAY
+$2.73M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$2.58M

Sector Composition

1 Energy 10.32%
2 Technology 9.92%
3 Industrials 6.91%
4 Healthcare 6.69%
5 Financials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.66%
124,795
+2,740
52
$3.37M 0.66%
100,202
-50
53
$3.36M 0.65%
33,010
+435
54
$3.34M 0.65%
83,146
+6,315
55
$3.32M 0.65%
33,741
+510
56
$3.27M 0.64%
16,808
+195
57
$3.22M 0.63%
129,515
+5,590
58
$3.19M 0.62%
37,800
59
$3.19M 0.62%
43,388
+1,220
60
$3.07M 0.6%
38,783
+380
61
$3.05M 0.59%
132,380
+4,850
62
$3.05M 0.59%
56,742
+810
63
$3.04M 0.59%
+251,240
64
$3.04M 0.59%
+72,355
65
$3.02M 0.59%
159,572
-74,976
66
$2.83M 0.55%
+55,315
67
$2.8M 0.54%
+103,570
68
$2.77M 0.54%
40,614
+765
69
$2.74M 0.53%
70,186
+1,242
70
$2.65M 0.52%
37,663
+575
71
$2.55M 0.5%
63,883
+1,260
72
$2.47M 0.48%
62,240
+1,560
73
$2.38M 0.46%
134,693
+5,290
74
$2.3M 0.45%
26,132
-25
75
$2.11M 0.41%
125,322
+4,285
1 2
3
4 5