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
DDOG icon
1176
Datadog
DDOG
$55B
$218K 0.01%
+1,534
SBRA icon
1177
Sabra Healthcare REIT
SBRA
$4.79B
$218K 0.01%
+11,706
THFF icon
1178
First Financial Corp
THFF
$711M
$217K 0.01%
+3,852
UMC icon
1179
United Microelectronic
UMC
$19.2B
$217K 0.01%
28,650
-15,548
AVA icon
1180
Avista
AVA
$3.27B
$217K 0.01%
+5,740
WING icon
1181
Wingstop
WING
$7.59B
$216K 0.01%
860
+214
NOK icon
1182
Nokia
NOK
$34.3B
$216K 0.01%
44,984
+2,152
CINF icon
1183
Cincinnati Financial
CINF
$25.7B
$216K 0.01%
1,361
-151
GEO icon
1184
The GEO Group
GEO
$2.3B
$216K 0.01%
10,547
+1,573
MTD icon
1185
Mettler-Toledo International
MTD
$29.9B
$216K 0.01%
176
+3
CNO icon
1186
CNO Financial Group
CNO
$3.86B
$216K 0.01%
+5,462
SAIA icon
1187
Saia
SAIA
$8.13B
$215K 0.01%
+718
NTES icon
1188
NetEase
NTES
$89.6B
$215K 0.01%
+1,412
HALO icon
1189
Halozyme
HALO
$7.98B
$214K 0.01%
+2,921
IAC icon
1190
IAC Inc
IAC
$2.76B
$214K 0.01%
+6,272
CPT icon
1191
Camden Property Trust
CPT
$11.3B
$214K 0.01%
1,982
-569
RNG icon
1192
RingCentral
RNG
$2.54B
$213K 0.01%
+7,523
GPC icon
1193
Genuine Parts
GPC
$17.9B
$213K 0.01%
+1,526
KFY icon
1194
Korn Ferry
KFY
$3.46B
$212K 0.01%
+3,009
KMX icon
1195
CarMax
KMX
$5.74B
$212K 0.01%
+4,722
TLH icon
1196
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$211K 0.01%
+2,053
GSL icon
1197
Global Ship Lease
GSL
$1.27B
$211K 0.01%
+6,886
GTM
1198
ZoomInfo Technologies
GTM
$3.16B
$211K 0.01%
19,361
+6,481
ATR icon
1199
AptarGroup
ATR
$7.98B
$210K 0.01%
+1,572
MSA icon
1200
Mine Safety
MSA
$6.42B
$210K 0.01%
+1,220