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
926
$225K 0.01%
+1,103
927
$224K 0.01%
+5,480
928
$223K 0.01%
7,454
+1,588
929
$223K 0.01%
10,780
+125
930
$223K 0.01%
+722
931
$223K 0.01%
1,485
-761
932
$223K 0.01%
4,481
+134
933
$222K 0.01%
5,985
+333
934
$221K 0.01%
4,832
-957
935
$221K 0.01%
12,178
-595
936
$220K 0.01%
1,290
+312
937
$219K 0.01%
5,990
-943
938
$219K 0.01%
+1,372
939
$218K 0.01%
+1,471
940
$218K 0.01%
1,573
-56
941
$218K 0.01%
5,069
942
$218K 0.01%
1,938
+44
943
$218K 0.01%
9,750
944
$217K 0.01%
+3,707
945
$217K 0.01%
4,589
+179
946
$217K 0.01%
+1,156
947
$217K 0.01%
+8,960
948
$217K 0.01%
9,847
-2,296
949
$216K 0.01%
1,558
+217
950
$216K 0.01%
+1,185
36 37
38
39 40