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
$4.2B
AUM Growth
+$882M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1 +$168M
2 +$77.1M
3 +$60.9M
4
JD icon
JD.com
JD
+$51.7M
5
SATS icon
EchoStar
SATS
+$39.3M

Top Sells

1 +$15.8M
2 +$13.3M
3 +$8.26M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$7.55M
5
TGT icon
Target
TGT
+$6.66M

Sector Composition

1 Technology 14.55%
2 Financials 12.8%
3 Energy 8.12%
4 Industrials 6.33%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAMI
1026
Acadian Asset Management
AAMI
$1.56B
$277K 0.01%
+5,755
BXP icon
1027
Boston Properties
BXP
$11.4B
$277K 0.01%
3,686
+50
HE icon
1028
Hawaiian Electric Industries
HE
$1.92B
$276K 0.01%
25,037
+7,682
WBD icon
1029
Warner Bros
WBD
$60.8B
$276K 0.01%
14,151
+3,455
MAA icon
1030
Mid-America Apartment Communities
MAA
$15.8B
$276K 0.01%
1,977
+250
AMH icon
1031
American Homes 4 Rent
AMH
$11.8B
$276K 0.01%
+8,299
CACI icon
1032
CACI
CACI
$13.4B
$276K 0.01%
+553
TLN
1033
Talen Energy Corp
TLN
$16.8B
$275K 0.01%
+647
CVNA icon
1034
Carvana
CVNA
$54B
$275K 0.01%
729
+4
CIGI icon
1035
Colliers International
CIGI
$7.28B
$275K 0.01%
1,760
AXTA icon
1036
Axalta
AXTA
$6.41B
$274K 0.01%
+9,591
HOLX icon
1037
Hologic
HOLX
$16.7B
$274K 0.01%
4,053
+847
DKS icon
1038
Dick's Sporting Goods
DKS
$18.8B
$272K 0.01%
+1,223
UAL icon
1039
United Airlines
UAL
$33.8B
$271K 0.01%
+2,813
NSIT icon
1040
Insight Enterprises
NSIT
$2.76B
$271K 0.01%
2,390
+663
PRVA icon
1041
Privia Health
PRVA
$2.95B
$271K 0.01%
10,874
+1,669
KBH icon
1042
KB Home
KBH
$4.16B
$271K 0.01%
+4,252
WSC icon
1043
WillScot Mobile Mini Holdings
WSC
$3.65B
$270K 0.01%
+12,805
BCPC
1044
Balchem Corp
BCPC
$4.99B
$270K 0.01%
1,799
+322
XLV icon
1045
State Street Health Care Select Sector SPDR ETF
XLV
$40.1B
$269K 0.01%
1,936
-34
VNO icon
1046
Vornado Realty Trust
VNO
$7.01B
$269K 0.01%
6,638
+946
FBK icon
1047
FB Financial Corp
FBK
$3B
$269K 0.01%
+4,821
FYBR icon
1048
Frontier Communications
FYBR
$9.52B
$268K 0.01%
+7,186
VIRT icon
1049
Virtu Financial
VIRT
$2.91B
$268K 0.01%
+7,552
WPP icon
1050
WPP
WPP
$4.07B
$268K 0.01%
+10,701