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
801
$267K 0.01%
+3,819
802
$267K 0.01%
+12,780
803
$266K 0.01%
966
+94
804
$266K 0.01%
11,223
-21,000
805
$265K 0.01%
3,138
+45
806
$265K 0.01%
2,253
+149
807
$265K 0.01%
+7,365
808
$265K 0.01%
44,976
-5,473
809
$264K 0.01%
+6,771
810
$262K 0.01%
437
811
$262K 0.01%
26,318
+2,962
812
$262K 0.01%
4,857
-95
813
$262K 0.01%
12,048
+747
814
$261K 0.01%
+2,511
815
$260K 0.01%
6,933
+1,513
816
$259K 0.01%
3,315
+174
817
$259K 0.01%
+2,321
818
$258K 0.01%
1,605
+29
819
$257K 0.01%
1,961
820
$257K 0.01%
15,846
821
$256K 0.01%
+6,156
822
$255K 0.01%
1,408
+94
823
$255K 0.01%
+4,152
824
$255K 0.01%
12,781
+822
825
$254K 0.01%
6,959
-78,449
31 32
33
34 35