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
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$208K 0.01%
5,079
+388
852
$208K 0.01%
+1,400
853
$207K 0.01%
721
-47
854
$207K 0.01%
+8,620
855
$207K 0.01%
+9,840
856
$207K 0.01%
+10,108
857
$207K 0.01%
4,483
-147
858
$206K 0.01%
16,207
+1,228
859
$206K 0.01%
16,504
-929
860
$206K 0.01%
26,977
+138
861
$205K 0.01%
+5,693
862
$205K 0.01%
+1,180
863
$205K 0.01%
+2,197
864
$204K 0.01%
+2,457
865
$204K 0.01%
+2,736
866
$204K 0.01%
4,299
-238
867
$204K 0.01%
20,665
+6,812
868
$202K 0.01%
12,321
+1,209
869
$202K 0.01%
+3,706
870
$201K 0.01%
+4,001
871
$200K 0.01%
+1,263
872
$196K 0.01%
+10,354
873
$191K 0.01%
13,057
-22,536
874
$190K 0.01%
11,925
+449
875
$186K 0.01%
12,550
33 34
35
36 37