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
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$243K 0.01%
+1,890
752
$243K 0.01%
5,064
+365
753
$242K 0.01%
4,829
754
$242K 0.01%
+4,791
755
$242K 0.01%
4,290
-997
756
$242K 0.01%
+9,800
757
$242K 0.01%
6,402
-571
758
$242K 0.01%
+1,731
759
$240K 0.01%
+890
760
$240K 0.01%
+4,159
761
$239K 0.01%
3,406
+539
762
$239K 0.01%
2,160
+172
763
$238K 0.01%
10,634
+1,145
764
$238K 0.01%
+2,716
765
$237K 0.01%
27,277
-1,102
766
$237K 0.01%
8,139
-584
767
$237K 0.01%
21,691
+11
768
$236K 0.01%
+1,952
769
$236K 0.01%
2,200
+181
770
$235K 0.01%
4,364
-648
771
$235K 0.01%
2,506
772
$235K 0.01%
1,223
773
$234K 0.01%
1,611
+99
774
$234K 0.01%
+3,656
775
$234K 0.01%
+3,759
29 30
31
32 33