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ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.45B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$11.6M
3
+$11M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$9.28M
5
STR
Sitio Royalties
STR
+$7.82M

Top Sells

1
+$26.8M
2
+$17.4M
3
+$12.8M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.77M

Sector Composition

1 Technology 14.54%
2 Energy 9.82%
3 Financials 7.01%
4 Industrials 6.26%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-1,905
902
– –
-8,169
903
– –
-5,916
904
– –
-12,562
905
– –
-7,646
906
– –
-5,200
907
– –
-16,656
908
– –
-10,466
909
– –
-8,620
910
– –
-4,925
911
– –
-21,959
912
– –
-2,865
913
– –
-3,558
914
– –
-10,270
915
– –
-3,610
916
– –
-7,000
917
– –
-10,579
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