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
776
$234K 0.01%
5,404
+653
777
$234K 0.01%
2,860
+30
778
$233K 0.01%
+5,295
779
$232K 0.01%
5,897
-725
780
$231K 0.01%
+3,188
781
$231K 0.01%
4,197
-8,953
782
$231K 0.01%
3,826
+197
783
$230K 0.01%
+1,650
784
$230K 0.01%
1,770
+40
785
$229K 0.01%
1,032
-4
786
$229K 0.01%
5,990
787
$229K 0.01%
5,029
-40
788
$229K 0.01%
+591
789
$229K 0.01%
+3,101
790
$227K 0.01%
9,126
-605
791
$227K 0.01%
913
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792
$226K 0.01%
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793
$226K 0.01%
757
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794
$226K 0.01%
3,608
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795
$226K 0.01%
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796
$225K 0.01%
20,976
+593
797
$224K 0.01%
21,649
+11,226
798
$224K 0.01%
2,128
+67
799
$223K 0.01%
4,813
-4,755
800
$223K 0.01%
7,183
-68
30 31
32
33 34