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
826
$265K 0.01%
767
+32
827
$264K 0.01%
2,012
-111
828
$263K 0.01%
18,010
+7,241
829
$263K 0.01%
925
+167
830
$263K 0.01%
7,293
+1,484
831
$262K 0.01%
2,975
-41
832
$262K 0.01%
709
-3
833
$262K 0.01%
+3,579
834
$262K 0.01%
+1,738
835
$261K 0.01%
22,347
+227
836
$260K 0.01%
13,293
-1,873
837
$260K 0.01%
9,845
-2,505
838
$260K 0.01%
+1,418
839
$260K 0.01%
1,782
840
$260K 0.01%
+2,279
841
$259K 0.01%
6,402
842
$259K 0.01%
+2,508
843
$257K 0.01%
10,050
+108
844
$257K 0.01%
3,024
845
$256K 0.01%
1,102
-101
846
$256K 0.01%
12,810
+2,400
847
$256K 0.01%
44,341
+7,066
848
$255K 0.01%
9,247
849
$255K 0.01%
14,832
+2,051
850
$254K 0.01%
132
+29
32 33
34
35 36