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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.3M 0.49%
145,875
+2,110
52
$12.1M 0.49%
106,430
+237
53
$12.1M 0.48%
70,191
-912
54
$12M 0.48%
437,695
+53,196
55
$11.9M 0.48%
198,682
+12,070
56
$11.9M 0.48%
76,770
+3,734
57
$11.8M 0.47%
62,459
+53,471
58
$11.6M 0.46%
362,467
+7,092
59
$11.6M 0.46%
1,682,065
-26,095
60
$11M 0.44%
212,089
+107,859
61
$10.9M 0.44%
369,600
-12,100
62
$10.6M 0.42%
94,411
+1,437
63
$10.6M 0.42%
244,949
+137,435
64
$10.5M 0.42%
134,979
+4,619
65
$10.4M 0.42%
26,661
+982
66
$10.4M 0.42%
1,263,183
+695,415
67
$10.2M 0.41%
1,005,028
+52,496
68
$10M 0.4%
1,250,612
+151,902
69
$9.89M 0.4%
316,265
+13,035
70
$9.81M 0.39%
226,920
+58,633
71
$9.71M 0.39%
1,868,187
+26,853
72
$9.62M 0.39%
84,005
+6,269
73
$9.48M 0.38%
447,552
+13,750
74
$9.42M 0.38%
153,733
+1,513
75
$9.35M 0.37%
43,630
+2,213
1 2
3
4 5