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
751
$121K 0.01%
18,703
752
$114K 0.01%
+10,798
753
$114K 0.01%
10,933
-1,554
754
$112K ﹤0.01%
+11,616
755
$103K ﹤0.01%
+10,053
756
$101K ﹤0.01%
41,926
+6,382
757
$99.3K ﹤0.01%
25,070
+2,533
758
$93.7K ﹤0.01%
13,000
759
$90K ﹤0.01%
12,752
+850
760
$89.6K ﹤0.01%
+11,122
761
$88.3K ﹤0.01%
13,739
+1,455
762
$87.3K ﹤0.01%
14,150
763
$86.7K ﹤0.01%
18,619
+701
764
$86.4K ﹤0.01%
21,498
+3,049
765
$83.9K ﹤0.01%
+14,387
766
$82.7K ﹤0.01%
14,401
-184
767
$82K ﹤0.01%
+18,261
768
$82K ﹤0.01%
12,691
-979
769
$80.4K ﹤0.01%
10,458
+152
770
$78K ﹤0.01%
3,670
-1,131
771
$77.5K ﹤0.01%
+13,225
772
$76.6K ﹤0.01%
15,482
773
$76.2K ﹤0.01%
13,723
-798
774
$64.8K ﹤0.01%
45,626
-13,684
775
$64.8K ﹤0.01%
+10,074
29 30
31
32 33