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
$518M
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.53M
3
+$8.08M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$7.48M
5
ANDX
Andeavor Logistics LP
ANDX
+$6.37M

Top Sells

1
+$33.5M
2
+$3.92M
3
+$3.29M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.9M
5
MYY icon
ProShares Short MidCap400
MYY
+$2.69M

Sector Composition

1 Energy 23.28%
2 Industrials 6.13%
3 Financials 4.57%
4 Utilities 4.33%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.12M 0.6%
16,765
+60
52
$3.09M 0.6%
464,295
-849
53
$3.08M 0.59%
63,626
+7,685
54
$3.07M 0.59%
79,520
+460
55
$3.05M 0.59%
18,696
-58
56
$2.88M 0.56%
36,554
+29,723
57
$2.88M 0.56%
59,039
+1,466
58
$2.84M 0.55%
42,347
-1,095
59
$2.78M 0.54%
94,818
+140
60
$2.74M 0.53%
69,395
-1,970
61
$2.7M 0.52%
34,796
-4,640
62
$2.7M 0.52%
37,947
-32
63
$2.52M 0.49%
+200,165
64
$2.51M 0.49%
93,398
-145,672
65
$2.48M 0.48%
97,010
-7,665
66
$2.47M 0.48%
29,300
67
$2.45M 0.47%
+34,175
68
$2.39M 0.46%
90,947
-12,310
69
$1.92M 0.37%
55,040
-370
70
$1.73M 0.33%
16,616
+97
71
$1.64M 0.32%
21,735
+700
72
$1.58M 0.3%
102,244
-8,469
73
$1.58M 0.3%
15,897
74
$1.56M 0.3%
29,803
-51,300
75
$1.37M 0.27%
11,657
-225
1 2
3
4 5