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
926
$222K 0.01%
+318
927
$221K 0.01%
+2,068
928
$220K 0.01%
1,219
929
$220K 0.01%
1,220
+7
930
$219K 0.01%
4,814
+56
931
$219K 0.01%
4,535
+52
932
$219K 0.01%
4,925
-253
933
$219K 0.01%
21,106
-14,898
934
$219K 0.01%
+1,351
935
$218K 0.01%
+8,865
936
$217K 0.01%
978
+28
937
$217K 0.01%
2,954
+93
938
$217K 0.01%
7,029
-386
939
$216K 0.01%
6,827
+16
940
$216K 0.01%
+8,953
941
$215K 0.01%
837
-12
942
$215K 0.01%
2,369
943
$215K 0.01%
+5,988
944
$215K 0.01%
2,244
945
$214K 0.01%
2,028
-161
946
$214K 0.01%
2,714
+76
947
$214K 0.01%
+1,127
948
$214K 0.01%
5,945
-727
949
$214K 0.01%
+634
950
$213K 0.01%
3,648
+14
36 37
38
39 40