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
776
$279K 0.01%
1,247
+43
777
$279K 0.01%
+6,809
778
$278K 0.01%
3,661
+161
779
$278K 0.01%
3,302
780
$277K 0.01%
+72,740
781
$276K 0.01%
24,169
-532
782
$276K 0.01%
1,203
+4
783
$275K 0.01%
29,341
+1,622
784
$274K 0.01%
4,190
+173
785
$273K 0.01%
3,546
+67
786
$273K 0.01%
2,482
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787
$273K 0.01%
12,957
+1,492
788
$273K 0.01%
+7,262
789
$273K 0.01%
+3,638
790
$272K 0.01%
3,616
791
$270K 0.01%
4,672
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792
$270K 0.01%
795
-3
793
$270K 0.01%
7,452
-481
794
$270K 0.01%
8,516
795
$270K 0.01%
1,744
+198
796
$269K 0.01%
6,440
+482
797
$269K 0.01%
898
-11
798
$268K 0.01%
7,164
+338
799
$268K 0.01%
+1,078
800
$267K 0.01%
2,633
-1,238
30 31
32
33 34