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
901
$234K 0.01%
+1,304
902
$233K 0.01%
5,900
903
$233K 0.01%
6,297
+290
904
$233K 0.01%
51,835
-4,390
905
$232K 0.01%
1,814
+239
906
$231K 0.01%
+2,060
907
$231K 0.01%
3,826
+65
908
$231K 0.01%
+2,121
909
$231K 0.01%
3,596
-355
910
$230K 0.01%
1,385
-23
911
$230K 0.01%
+859
912
$229K 0.01%
+5,355
913
$229K 0.01%
6,628
-143
914
$228K 0.01%
3,402
+448
915
$227K 0.01%
5,235
+310
916
$227K 0.01%
+1,032
917
$227K 0.01%
7,999
+176
918
$227K 0.01%
466
+12
919
$226K 0.01%
21,509
+9,967
920
$226K 0.01%
+14,150
921
$226K 0.01%
+4,530
922
$226K 0.01%
6,467
-1,177
923
$225K 0.01%
1,883
-55
924
$225K 0.01%
4,771
-1,240
925
$225K 0.01%
21,982
+876
35 36
37
38 39