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
$1.91B
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$9.38M
3
+$6.72M
4
KW icon
Kennedy-Wilson Holdings
KW
+$6.12M
5
FANG icon
Diamondback Energy
FANG
+$6M

Top Sells

1
+$11.1M
2
+$5.93M
3
+$5.45M
4
TRPA
Hartford AAA CLO ETF
TRPA
+$5.26M
5
MPW icon
Medical Properties Trust
MPW
+$5.15M

Sector Composition

1 Technology 11.83%
2 Energy 9.59%
3 Financials 7.49%
4 Consumer Discretionary 6.4%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.82M 0.51%
103,484
+201
52
$9.78M 0.51%
102,553
-28,657
53
$9.23M 0.48%
241,257
+2,554
54
$9.19M 0.48%
112,120
+1,690
55
$8.92M 0.47%
59,712
+8,756
56
$8.86M 0.46%
97,921
-1,987
57
$8.8M 0.46%
989,772
-113,830
58
$8.72M 0.46%
120,616
-46,715
59
$8.61M 0.45%
59,825
+46,691
60
$8.51M 0.44%
30,436
-443
61
$8.45M 0.44%
1,276,150
+1,022
62
$8.42M 0.44%
506,157
-20,209
63
$8.29M 0.43%
16,405
+991
64
$8.24M 0.43%
89,962
+6,332
65
$8.05M 0.42%
93,866
+3,234
66
$8.03M 0.42%
183,080
-6,012
67
$7.92M 0.41%
58,982
+4,185
68
$7.86M 0.41%
179,708
-28,877
69
$7.83M 0.41%
463,708
+5,298
70
$7.78M 0.41%
257,275
-7,455
71
$7.6M 0.4%
47,071
+14,337
72
$7.48M 0.39%
357,329
+6,790
73
$7.46M 0.39%
291,568
+5,595
74
$7.39M 0.39%
155,981
-1,317
75
$7.37M 0.38%
89,960
-3,436
1 2
3
4 5