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
901
$227K 0.01%
5,866
-1,886
902
$227K 0.01%
2,495
-487
903
$226K 0.01%
+5,091
904
$226K 0.01%
4,410
-507
905
$226K 0.01%
+8,066
906
$225K 0.01%
+1,198
907
$225K 0.01%
7,330
-3,399
908
$225K 0.01%
3,024
909
$225K 0.01%
10,655
-132
910
$224K 0.01%
+1,560
911
$224K 0.01%
2,593
+9
912
$224K 0.01%
3,341
+482
913
$224K 0.01%
+942
914
$224K 0.01%
+14,030
915
$223K 0.01%
+1,422
916
$223K 0.01%
+2,978
917
$222K 0.01%
+686
918
$222K 0.01%
5,286
+66
919
$222K 0.01%
+11,621
920
$222K 0.01%
+9,830
921
$222K 0.01%
+2,103
922
$222K 0.01%
13,019
+167
923
$222K 0.01%
+5,948
924
$222K 0.01%
+1,629
925
$222K 0.01%
12,773
+19
35 36
37
38 39