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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.84M 0.47%
126,401
-24,524
52
$9.8M 0.47%
275,881
+2,274
53
$9.79M 0.47%
234,296
+1,920
54
$9.65M 0.46%
1,039,760
+15,832
55
$9.62M 0.46%
796,793
-229,750
56
$9.54M 0.46%
1,806,387
+35,784
57
$9.51M 0.45%
99,080
-42,580
58
$9.5M 0.45%
1,486,125
-296,680
59
$9.4M 0.45%
148,373
+39,160
60
$9.4M 0.45%
89,742
-19,296
61
$9.27M 0.44%
111,057
-28,772
62
$8.96M 0.43%
22,640
+1,125
63
$8.85M 0.42%
24,236
-753
64
$8.6M 0.41%
82,079
+53,005
65
$8.6M 0.41%
35,253
-265
66
$8.48M 0.41%
228,455
-27,940
67
$8.46M 0.4%
227,215
+7,373
68
$8.18M 0.39%
417,441
+11,892
69
$8.17M 0.39%
72,275
+285
70
$7.93M 0.38%
11,014
+1,014
71
$7.55M 0.36%
25,293
+89
72
$7.46M 0.36%
35,883
-2,882
73
$7.32M 0.35%
78,588
+2,923
74
$7.28M 0.35%
95,230
+12,372
75
$7.27M 0.35%
18,476
-34
1 2
3
4 5