We are live on ! Find out more
ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$21.3M
3
+$15.9M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UPS icon
United Parcel Service
UPS
+$12M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$10.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.84M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$8.99M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-1,314,718
977
– –
-7,095
978
– –
-882
979
– –
-4,080
980
– –
-2,558
981
– –
-8,016
982
– –
-11,042
983
– –
-3,008
984
– –
-13,774
985
– –
-11,203
986
– –
-5,940
987
– –
-11,894
988
– –
-12,090
989
– –
-5,900
990
– –
-191,806
991
– –
-11,247
992
– –
-18,640
993
– –
-1,868
994
– –
-15,050
995
– –
-1,760
996
– –
-2,261
997
– –
-11,468
998
– –
-4,163
999
– –
-1,690
36 37 38 39
40