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
851
$246K 0.01%
11,599
-748
852
$245K 0.01%
1,782
853
$245K 0.01%
22,120
-509
854
$244K 0.01%
4,735
855
$244K 0.01%
29,523
+15,221
856
$243K 0.01%
+5,305
857
$243K 0.01%
19,534
+465
858
$243K 0.01%
4,829
859
$242K 0.01%
1,938
-1,298
860
$242K 0.01%
+3,274
861
$241K 0.01%
5,069
-37
862
$241K 0.01%
2,491
863
$241K 0.01%
+1,186
864
$241K 0.01%
+9,680
865
$240K 0.01%
8,635
+10
866
$240K 0.01%
4,901
-202
867
$240K 0.01%
1,760
868
$239K 0.01%
8,162
+1,966
869
$239K 0.01%
2,065
+99
870
$238K 0.01%
7,550
+10
871
$238K 0.01%
1,575
-1
872
$238K 0.01%
10,395
873
$238K 0.01%
533
+5
874
$237K 0.01%
7,481
+298
875
$237K 0.01%
+2,171
33 34
35
36 37