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
851
$254K 0.01%
10,706
+860
852
$253K 0.01%
2,167
-262
853
$253K 0.01%
+5,328
854
$253K 0.01%
3,850
+589
855
$253K 0.01%
10,393
-2
856
$252K 0.01%
+6,681
857
$252K 0.01%
2,157
+528
858
$251K 0.01%
+9,941
859
$251K 0.01%
1,999
+174
860
$251K 0.01%
1,958
+16
861
$250K 0.01%
+1,928
862
$250K 0.01%
+1,027
863
$250K 0.01%
8,660
-205
864
$249K 0.01%
2,491
865
$248K 0.01%
5,259
+168
866
$248K 0.01%
+1,452
867
$247K 0.01%
7,511
-39
868
$247K 0.01%
6,107
-119
869
$247K 0.01%
4,829
870
$246K 0.01%
+4,256
871
$246K 0.01%
2,086
-54
872
$245K 0.01%
+12,225
873
$245K 0.01%
3,258
+280
874
$243K 0.01%
3,876
-789
875
$243K 0.01%
+1,348
33 34
35
36 37