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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.93M 0.36%
114,129
-52,183
77
$6.79M 0.35%
75,665
-32,499
78
$6.74M 0.35%
18,510
+2,876
79
$6.63M 0.34%
109,213
-1,346
80
$6.59M 0.34%
38,765
+6,338
81
$6.37M 0.33%
286,130
+2,065
82
$6.26M 0.32%
66,079
+1,229
83
$6.23M 0.32%
+93,634
84
$6.12M 0.31%
316,155
+7,219
85
$6.11M 0.31%
421,210
-7,740
86
$6.07M 0.31%
+309,789
87
$6.07M 0.31%
23,764
+1,067
88
$6.05M 0.31%
+74,435
89
$6.05M 0.31%
325,233
+10,046
90
$6.02M 0.31%
184,558
-26,892
91
$5.99M 0.31%
81,460
-3,065
92
$5.83M 0.3%
125,174
-24,580
93
$5.77M 0.3%
247,894
-41,046
94
$5.71M 0.29%
15,332
+484
95
$5.63M 0.29%
184,559
+1,591
96
$5.6M 0.29%
619,784
-87,548
97
$5.57M 0.29%
398,729
+369,526
98
$5.42M 0.28%
15,128
-104
99
$5.41M 0.28%
211,187
-8,586
100
$5.36M 0.27%
141,521
-700
2 3
4
5 6