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
951
$213K 0.01%
+7,789
952
$213K 0.01%
9,750
-116
953
$213K 0.01%
6,068
+1,231
954
$212K 0.01%
3,911
+23
955
$212K 0.01%
+3,182
956
$212K 0.01%
2,546
+3
957
$211K 0.01%
454
-5
958
$211K 0.01%
+6,813
959
$211K 0.01%
+1,612
960
$211K 0.01%
5,710
+36
961
$211K 0.01%
1,728
+17
962
$211K 0.01%
+10,484
963
$211K 0.01%
+15,843
964
$210K 0.01%
5,809
+218
965
$210K 0.01%
6,036
966
$210K 0.01%
1,660
-147
967
$209K 0.01%
4,758
-73
968
$209K 0.01%
1,825
+45
969
$209K 0.01%
3,639
+307
970
$209K 0.01%
+4,315
971
$209K 0.01%
735
+3
972
$208K 0.01%
8,582
-1,156
973
$208K 0.01%
+1,341
974
$208K 0.01%
3,168
-584
975
$208K 0.01%
2,691
37 38
39
40 41