ECM

Evergreen Capital Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$4.71M
3
+$3.56M
4
SPLS
Staples Inc
SPLS
+$3.04M
5
LULU icon
lululemon athletica
LULU
+$3.04M

Top Sells

1
+$13.4M
2
+$4.03M
3
+$2.99M
4
EBAY icon
eBay
EBAY
+$2.73M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$2.58M

Sector Composition

1 Energy 10.32%
2 Technology 9.92%
3 Industrials 6.91%
4 Healthcare 6.69%
5 Financials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.39%
36,355
+375
77
$1.83M 0.36%
304,384
+9,800
78
$1.42M 0.28%
57,750
-300
79
$930K 0.18%
5,125
-22,216
80
$708K 0.14%
37,210
-704,059
81
$682K 0.13%
17,999
82
$369K 0.07%
4,631
83
$319K 0.06%
6,005
+700
84
$305K 0.06%
6,350
85
$304K 0.06%
5,265
+700
86
$300K 0.06%
6,213
87
$298K 0.06%
5,833
88
$298K 0.06%
3,546
89
$290K 0.06%
9,785
90
$289K 0.06%
11,403
-1,009
91
$283K 0.06%
10,640
+265
92
$274K 0.05%
2,150
93
$260K 0.05%
4,050
94
$259K 0.05%
5,683
95
$253K 0.05%
5,356
-54,698
96
$250K 0.05%
4,244
97
$246K 0.05%
10,145
-400
98
$221K 0.04%
2,000
99
$220K 0.04%
4,765
-72
100
$218K 0.04%
+2,335
1 2 3
4
5