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
$2.98B
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,193
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.4M
3
+$11.8M
4
MTB icon
M&T Bank
MTB
+$10.9M
5
TTE icon
TotalEnergies
TTE
+$8.92M

Top Sells

1
+$20.2M
2
+$16.8M
3
+$12.1M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.5M
5
STR
Sitio Royalties
STR
+$9.45M

Sector Composition

1 Technology 14.2%
2 Energy 8.09%
3 Financials 7.42%
4 Industrials 6.36%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$209K 0.01%
5,519
-1,645
977
$209K 0.01%
+3,079
978
$208K 0.01%
+7,633
979
$208K 0.01%
2,178
+113
980
$208K 0.01%
+6,317
981
$207K 0.01%
5,606
+320
982
$207K 0.01%
2,146
983
$207K 0.01%
888
+51
984
$207K 0.01%
+7,071
985
$206K 0.01%
4,325
+414
986
$206K 0.01%
1,730
-255
987
$206K 0.01%
+9,151
988
$206K 0.01%
+559
989
$206K 0.01%
5,143
-567
990
$206K 0.01%
+2,643
991
$206K 0.01%
+1,135
992
$206K 0.01%
+3,547
993
$205K 0.01%
+2,611
994
$205K 0.01%
+2,336
995
$205K 0.01%
+1,952
996
$205K 0.01%
+3,840
997
$205K 0.01%
18,315
-14,822
998
$204K 0.01%
+1,557
999
$204K 0.01%
+899
1000
$204K 0.01%
5,300
-443
38 39
40
41 42