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
$3.32B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,264
New
Increased
Reduced
Closed

Top Buys

1 +$36.6M
2 +$13.5M
3 +$12.3M
4
PCAR icon
PACCAR
PCAR
+$9.82M
5
DOW icon
Dow Inc
DOW
+$9.77M

Top Sells

1 +$10.2M
2 +$8.44M
3 +$8.34M
4
BDX icon
Becton Dickinson
BDX
+$7.24M
5
HPQ icon
HP
HPQ
+$5.25M

Sector Composition

1 Technology 15.5%
2 Financials 7.65%
3 Energy 6.99%
4 Industrials 6.41%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
POWL icon
951
Powell Industries
POWL
$5.1B
$229K 0.01%
1,086
-204
FCN icon
952
FTI Consulting
FCN
$5.5B
$228K 0.01%
+1,412
ESS icon
953
Essex Property Trust
ESS
$16.6B
$227K 0.01%
795
+73
CNK icon
954
Cinemark Holdings
CNK
$2.81B
$227K 0.01%
+7,513
SPEM icon
955
SPDR Portfolio Emerging Markets ETF
SPEM
$16B
$227K 0.01%
+5,302
CINF icon
956
Cincinnati Financial
CINF
$25.3B
$226K 0.01%
1,512
+41
NVT icon
957
nVent Electric
NVT
$18.2B
$226K 0.01%
+3,084
EXEL icon
958
Exelixis
EXEL
$11.8B
$226K 0.01%
+5,121
H icon
959
Hyatt Hotels
H
$15.9B
$226K 0.01%
+1,616
CE icon
960
Celanese
CE
$5.14B
$226K 0.01%
+4,076
TDW icon
961
Tidewater
TDW
$2.85B
$225K 0.01%
+4,887
ALG icon
962
Alamo Group
ALG
$2.33B
$225K 0.01%
+1,029
ONB icon
963
Old National Bancorp
ONB
$9.09B
$225K 0.01%
10,525
-2,076
MKSI icon
964
MKS Inc
MKSI
$13.7B
$224K 0.01%
+2,259
INVA icon
965
Innoviva
INVA
$1.45B
$224K 0.01%
11,153
-1,025
MPAA icon
966
Motorcar Parts of America
MPAA
$256M
$224K 0.01%
+20,000
CALX icon
967
Calix
CALX
$3.85B
$223K 0.01%
+4,185
MOH icon
968
Molina Healthcare
MOH
$9.84B
$223K 0.01%
747
-91
WDFC icon
969
WD-40
WDFC
$2.76B
$222K 0.01%
975
-172
FIVE icon
970
Five Below
FIVE
$10.8B
$222K 0.01%
+1,692
CLSK icon
971
CleanSpark
CLSK
$3.42B
$222K 0.01%
+20,119
NOK icon
972
Nokia
NOK
$36.3B
$222K 0.01%
42,832
+12,039
DVN icon
973
Devon Energy
DVN
$22.7B
$222K 0.01%
6,970
-6,424
VALE icon
974
Vale
VALE
$62.4B
$222K 0.01%
+22,828
TXNM
975
TXNM Energy Inc
TXNM
$6.44B
$221K 0.01%
3,927
+87