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
$2.4B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.52M
4
CRH icon
CRH
CRH
+$8.22M
5
ENB icon
Enbridge
ENB
+$7.87M

Top Sells

1
+$18.5M
2
+$8.95M
3
+$8.5M
4
WFG icon
West Fraser Timber
WFG
+$5.75M
5
ERIC icon
Ericsson
ERIC
+$5.57M

Sector Composition

1 Technology 14.27%
2 Energy 9.48%
3 Financials 6.4%
4 Consumer Discretionary 5.69%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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830
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832
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833
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834
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838
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840
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846
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847
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