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
$4.2B
AUM Growth
+$882M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1 +$168M
2 +$77.1M
3 +$60.9M
4
JD icon
JD.com
JD
+$51.7M
5
SATS icon
EchoStar
SATS
+$39.3M

Top Sells

1 +$15.8M
2 +$13.3M
3 +$8.26M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$7.55M
5
TGT icon
Target
TGT
+$6.66M

Sector Composition

1 Technology 14.55%
2 Financials 12.8%
3 Energy 8.12%
4 Industrials 6.33%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DLB icon
901
Dolby
DLB
$6.34B
$326K 0.01%
+4,508
POWL icon
902
Powell Industries
POWL
$3.82B
$326K 0.01%
1,070
-16
LSTR icon
903
Landstar System
LSTR
$4.74B
$326K 0.01%
2,659
+920
AGX icon
904
Argan
AGX
$4.83B
$326K 0.01%
1,206
VRSN icon
905
VeriSign
VRSN
$23.5B
$325K 0.01%
1,164
+26
ROST icon
906
Ross Stores
ROST
$57.7B
$325K 0.01%
2,130
+477
BIIB icon
907
Biogen
BIIB
$26.7B
$325K 0.01%
2,317
+385
IHG icon
908
InterContinental Hotels
IHG
$20.6B
$324K 0.01%
+2,663
PRI icon
909
Primerica
PRI
$8.08B
$324K 0.01%
+1,167
NEU icon
910
NewMarket
NEU
$7.09B
$324K 0.01%
390
+78
FIVE icon
911
Five Below
FIVE
$9.02B
$324K 0.01%
2,092
+400
PATK icon
912
Patrick Industries
PATK
$3.64B
$323K 0.01%
3,125
+566
PKX icon
913
POSCO
PKX
$16B
$323K 0.01%
6,566
+842
PLMR icon
914
Palomar
PLMR
$3.21B
$323K 0.01%
2,767
+469
AWR icon
915
American States Water
AWR
$2.82B
$322K 0.01%
+4,390
OC icon
916
Owens Corning
OC
$9.41B
$321K 0.01%
+2,271
RHP icon
917
Ryman Hospitality Properties
RHP
$5.91B
$321K 0.01%
+3,537
SSRM icon
918
SSR Mining
SSRM
$4.46B
$320K 0.01%
13,119
CALX icon
919
Calix
CALX
$3.57B
$320K 0.01%
5,212
+1,027
VSS icon
920
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.67B
$319K 0.01%
2,239
-810
MDY icon
921
SPDR S&P MidCap 400 ETF Trust
MDY
$23.4B
$319K 0.01%
534
+1
DECK icon
922
Deckers Outdoor
DECK
$13.7B
$318K 0.01%
3,137
+110
MSGS icon
923
Madison Square Garden
MSGS
$5.28B
$318K 0.01%
+1,400
ABG icon
924
Asbury Automotive
ABG
$4.58B
$318K 0.01%
1,299
+414
CYBR icon
925
CyberArk
CYBR
$23.2B
$317K 0.01%
+657