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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4M 0.53%
70,382
+583
52
$10M 0.51%
157,394
-31,257
53
$9.41M 0.48%
273,607
+10,176
54
$9.09M 0.47%
232,376
+7,507
55
$9.04M 0.46%
256,395
-31,453
56
$9M 0.46%
154,741
+59,656
57
$8.99M 0.46%
1,770,603
+7,969
58
$8.99M 0.46%
1,023,928
-4,512
59
$8.86M 0.45%
244,456
+19,789
60
$8.69M 0.45%
82,858
-2,498
61
$8.62M 0.44%
219,670
-46,995
62
$8.56M 0.44%
117,456
-31,879
63
$8.45M 0.43%
342,878
+15,400
64
$8.06M 0.41%
35,518
+509
65
$8.05M 0.41%
219,842
+117,902
66
$7.89M 0.4%
91,482
-13,541
67
$7.89M 0.4%
116,032
+44,520
68
$7.81M 0.4%
71,990
-4,791
69
$7.66M 0.39%
24,989
+4,586
70
$7.65M 0.39%
1,782,805
-186,970
71
$7.59M 0.39%
405,549
+9,639
72
$7.58M 0.39%
21,515
+13,011
73
$7.57M 0.39%
567,315
-6,570
74
$7.19M 0.37%
112,372
-40,985
75
$7.16M 0.37%
25,204
+15,162
1 2
3
4 5