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
$2.4B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.52M
4
CRH icon
CRH
CRH
+$8.22M
5
ENB icon
Enbridge
ENB
+$7.87M

Top Sells

1
+$18.5M
2
+$8.95M
3
+$8.5M
4
WFG icon
West Fraser Timber
WFG
+$5.75M
5
ERIC icon
Ericsson
ERIC
+$5.57M

Sector Composition

1 Technology 14.27%
2 Energy 9.48%
3 Financials 6.4%
4 Consumer Discretionary 5.69%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$203K 0.01%
+521
727
$202K 0.01%
+830
728
$202K 0.01%
+21,270
729
$202K 0.01%
+2,387
730
$202K 0.01%
+11,756
731
$201K 0.01%
+2,005
732
$201K 0.01%
2,488
-821
733
$200K 0.01%
91,123
-5,071
734
$200K 0.01%
+3,370
735
$194K 0.01%
10,000
736
$193K 0.01%
+12,841
737
$187K 0.01%
17,828
+3,016
738
$186K 0.01%
+12,487
739
$185K 0.01%
+10,580
740
$185K 0.01%
19,288
+2,450
741
$180K 0.01%
11,421
742
$180K 0.01%
15,175
-375
743
$178K 0.01%
10,829
-315
744
$177K 0.01%
21,173
+1,662
745
$176K 0.01%
20,232
+23
746
$171K 0.01%
16,351
+1,365
747
$170K 0.01%
+13,300
748
$168K 0.01%
10,458
-1,571
749
$163K 0.01%
3,307
+454
750
$163K 0.01%
13,795
+181
28 29
30
31 32