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
$2.98B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.4M
3
+$11.8M
4
MTB icon
M&T Bank
MTB
+$10.9M
5
TTE icon
TotalEnergies
TTE
+$8.92M

Top Sells

1
+$20.2M
2
+$16.8M
3
+$12.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.5M
5
STR
Sitio Royalties
STR
+$9.45M

Sector Composition

1 Technology 14.2%
2 Energy 8.09%
3 Financials 7.42%
4 Industrials 6.36%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$298K 0.01%
+2,694
752
$298K 0.01%
573
+40
753
$298K 0.01%
1,240
+21
754
$298K 0.01%
11,418
-1,691
755
$297K 0.01%
4,033
-317
756
$297K 0.01%
9,290
+1,838
757
$295K 0.01%
11,254
+1,574
758
$295K 0.01%
2,552
+230
759
$295K 0.01%
1,977
+5
760
$294K 0.01%
841
-83
761
$294K 0.01%
+6,372
762
$293K 0.01%
+1,102
763
$293K 0.01%
+18,553
764
$292K 0.01%
3,420
+84
765
$291K 0.01%
4,853
+747
766
$291K 0.01%
16,075
767
$290K 0.01%
5,780
+404
768
$290K 0.01%
47,177
+16,448
769
$290K 0.01%
25,922
+9,256
770
$288K 0.01%
+2,797
771
$287K 0.01%
494
+60
772
$287K 0.01%
13,662
-1,385
773
$285K 0.01%
3,317
+283
774
$285K 0.01%
533
775
$285K 0.01%
508
-58
29 30
31
32 33