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
$2.28B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$11.7M
3
+$11.1M
4
NEM icon
Newmont
NEM
+$8.6M
5
CNH
CNH Industrial
CNH
+$7.11M

Top Sells

1
+$35.8M
2
+$16.2M
3
+$11.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$11.6M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$7.63M

Sector Composition

1 Technology 13.75%
2 Energy 9.67%
3 Financials 6.42%
4 Industrials 5.75%
5 Consumer Discretionary 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$168K 0.01%
79,094
-12,029
727
$163K 0.01%
+20,974
728
$162K 0.01%
34,365
-178
729
$162K 0.01%
10,466
-3,506
730
$160K 0.01%
13,002
+537
731
$159K 0.01%
16,368
+1,061
732
$159K 0.01%
10,970
-1,871
733
$154K 0.01%
+16,820
734
$154K 0.01%
3,414
+107
735
$153K 0.01%
3,333
-88
736
$149K 0.01%
14,168
+254
737
$147K 0.01%
+10,065
738
$142K 0.01%
10,920
-449
739
$142K 0.01%
34,824
+12,040
740
$140K 0.01%
10,800
741
$138K 0.01%
17,372
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742
$136K 0.01%
+10,270
743
$132K 0.01%
11,375
-3,800
744
$129K 0.01%
10,619
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745
$127K 0.01%
+13,516
746
$127K 0.01%
10,185
+110
747
$126K 0.01%
+10,049
748
$126K 0.01%
10,216
-242
749
$122K 0.01%
11,439
+132
750
$121K 0.01%
11,640
+597
28 29
30
31 32