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
876
$185K 0.01%
37,454
+2,316
877
$184K 0.01%
17,479
+1,881
878
$183K 0.01%
17,196
-2,055
879
$180K 0.01%
+10,463
880
$174K 0.01%
5,641
+967
881
$169K 0.01%
25,163
+7,606
882
$167K 0.01%
+14,648
883
$162K 0.01%
+13,645
884
$151K 0.01%
18,270
-3,085
885
$151K 0.01%
+21,844
886
$150K 0.01%
20,530
+575
887
$150K 0.01%
+13,572
888
$146K 0.01%
17,311
-4,599
889
$146K 0.01%
19,880
-6,893
890
$145K 0.01%
12,815
891
$145K 0.01%
10,373
892
$144K 0.01%
10,362
-18
893
$140K 0.01%
13,070
+2,169
894
$139K 0.01%
10,405
+318
895
$139K 0.01%
+10,982
896
$134K ﹤0.01%
23,101
+3,917
897
$133K ﹤0.01%
11,375
898
$130K ﹤0.01%
16,169
899
$127K ﹤0.01%
14,150
900
$125K ﹤0.01%
14,258
+494
34 35
36
37 38