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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.27M 0.37%
21,227
+382
77
$9.25M 0.37%
173,796
+32,023
78
$9.08M 0.36%
688,483
-132,710
79
$8.95M 0.36%
58,247
+1,889
80
$8.86M 0.35%
247,661
+7,646
81
$8.81M 0.35%
215,668
+9,925
82
$8.8M 0.35%
189,120
+13,055
83
$8.45M 0.34%
16,833
+219
84
$8.43M 0.34%
45,517
+41,419
85
$8.36M 0.33%
61,751
+7,877
86
$8.1M 0.32%
104,025
+17,886
87
$7.99M 0.32%
243,878
+54,824
88
$7.84M 0.31%
84,480
+3,750
89
$7.54M 0.3%
333,322
+193,601
90
$7.4M 0.3%
389,505
+29,339
91
$7.18M 0.29%
183,690
+132,063
92
$7.15M 0.29%
58,558
+2,025
93
$7.1M 0.28%
205,699
-30,917
94
$7.02M 0.28%
31,080
+2,820
95
$6.99M 0.28%
306,253
+27,835
96
$6.99M 0.28%
28,954
-64
97
$6.97M 0.28%
102,893
+2,993
98
$6.96M 0.28%
+68,800
99
$6.92M 0.28%
15,114
+2
100
$6.86M 0.27%
138,617
+8,626
2 3
4
5 6