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
801
$275K 0.01%
+808
802
$275K 0.01%
+2,903
803
$274K 0.01%
3,368
+66
804
$274K 0.01%
2,040
+380
805
$274K 0.01%
2,548
-207
806
$273K 0.01%
23,444
-725
807
$273K 0.01%
3,761
+629
808
$272K 0.01%
6,568
-796
809
$272K 0.01%
31,230
-312
810
$271K 0.01%
12,902
+2,576
811
$271K 0.01%
3,702
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812
$270K 0.01%
5,452
-1,501
813
$270K 0.01%
+1,716
814
$270K 0.01%
+6,853
815
$269K 0.01%
3,367
-12
816
$269K 0.01%
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817
$268K 0.01%
8,097
+616
818
$267K 0.01%
44,250
819
$267K 0.01%
+5,303
820
$267K 0.01%
12,601
+553
821
$267K 0.01%
472
+35
822
$266K 0.01%
+1,552
823
$266K 0.01%
867
-388
824
$265K 0.01%
+4,292
825
$265K 0.01%
11,223
31 32
33
34 35