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
876
$236K 0.01%
+1,894
877
$234K 0.01%
+1,390
878
$234K 0.01%
+2,579
879
$234K 0.01%
25,174
-340
880
$233K 0.01%
+2,199
881
$233K 0.01%
+2,199
882
$233K 0.01%
6,437
-106
883
$232K 0.01%
6,007
-378
884
$232K 0.01%
+3,132
885
$232K 0.01%
1,498
+107
886
$231K 0.01%
+3,391
887
$231K 0.01%
7,542
+90
888
$231K 0.01%
7,823
889
$231K 0.01%
+1,896
890
$230K 0.01%
+11,528
891
$230K 0.01%
5,900
892
$230K 0.01%
1,167
-63
893
$230K 0.01%
1,972
894
$230K 0.01%
+1,004
895
$229K 0.01%
2,611
+26
896
$229K 0.01%
9,846
+2,934
897
$229K 0.01%
3,375
-174
898
$228K 0.01%
+3,688
899
$228K 0.01%
+11,025
900
$228K 0.01%
9,942
+387
34 35
36
37 38