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
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$25.4M
3
+$24.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$17.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.2M

Top Sells

1
+$65.7M
2
+$8.55M
3
+$8.04M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.59M
5
KMI icon
Kinder Morgan
KMI
+$6.23M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$291K 0.01%
+4,919
752
$291K 0.01%
4,312
+501
753
$290K 0.01%
10,747
+743
754
$290K 0.01%
+3,424
755
$289K 0.01%
5,833
+490
756
$288K 0.01%
12,143
+3,092
757
$288K 0.01%
10,955
+110
758
$287K 0.01%
5,532
+59
759
$287K 0.01%
1,276
+145
760
$286K 0.01%
13,980
761
$286K 0.01%
31,542
-50
762
$286K 0.01%
2,322
+192
763
$284K 0.01%
1,352
-79
764
$284K 0.01%
53,495
+4,768
765
$284K 0.01%
6,482
+103
766
$284K 0.01%
2,140
+80
767
$282K 0.01%
1,234
-1
768
$281K 0.01%
+14,588
769
$281K 0.01%
3,941
+26
770
$281K 0.01%
14,454
-2,448
771
$280K 0.01%
1,516
+15
772
$280K 0.01%
+23,770
773
$280K 0.01%
+9,251
774
$280K 0.01%
2,123
775
$280K 0.01%
4,560
29 30
31
32 33