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
876
$243K 0.01%
1,403
-455
877
$243K 0.01%
+6,348
878
$242K 0.01%
7,843
+1,016
879
$242K 0.01%
779
+93
880
$242K 0.01%
1,219
881
$242K 0.01%
+1,414
882
$241K 0.01%
1,773
+213
883
$241K 0.01%
4,800
-1,400
884
$240K 0.01%
+7,125
885
$240K 0.01%
1,428
-88
886
$240K 0.01%
+8,076
887
$239K 0.01%
1,612
888
$239K 0.01%
+10,256
889
$237K 0.01%
15,846
890
$237K 0.01%
4,482
+690
891
$237K 0.01%
4,081
+913
892
$237K 0.01%
4,901
893
$236K 0.01%
4,656
+121
894
$236K 0.01%
+3,879
895
$236K 0.01%
+5,583
896
$235K 0.01%
12,364
+1,339
897
$234K 0.01%
2,122
-131
898
$234K 0.01%
3,509
+168
899
$234K 0.01%
+16,383
900
$234K 0.01%
+10,417
34 35
36
37 38