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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.04M 0.34%
192,113
+7,555
77
$6.82M 0.33%
187,376
+2,817
78
$6.77M 0.32%
848,919
+404,750
79
$6.74M 0.32%
320,041
+10,252
80
$6.73M 0.32%
78,132
-13,350
81
$6.57M 0.31%
62,609
-3,470
82
$6.56M 0.31%
328,080
-7,800
83
$6.54M 0.31%
23,527
-237
84
$6.52M 0.31%
291,459
+5,329
85
$6.43M 0.31%
114,499
+2,127
86
$6.36M 0.3%
612,179
-7,605
87
$6.34M 0.3%
96,208
+2,574
88
$6.28M 0.3%
321,529
+5,374
89
$6.25M 0.3%
76,270
+1,835
90
$6.16M 0.29%
15,382
+50
91
$6.11M 0.29%
125,722
+20,565
92
$6.03M 0.29%
15,112
-16
93
$5.99M 0.29%
149,825
+29,890
94
$5.92M 0.28%
199,896
-11,291
95
$5.91M 0.28%
254,547
+6,653
96
$5.87M 0.28%
75,514
-5,946
97
$5.65M 0.27%
115,493
-7,875
98
$5.6M 0.27%
123,658
-1,516
99
$5.5M 0.26%
517,368
-14,863
100
$5.48M 0.26%
24,333
+4,453
2 3
4
5 6