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
$497M
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.06M
3
+$4.01M
4
VZ icon
Verizon
VZ
+$3.65M
5
MYY icon
ProShares Short MidCap400
MYY
+$2.73M

Top Sells

1
+$15.4M
2
+$10.5M
3
+$7.09M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$6.11M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.34M

Sector Composition

1 Technology 10.43%
2 Energy 9.96%
3 Industrials 7.06%
4 Healthcare 6.75%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-191,455
102
– –
-126,178
103
– –
-18,333
104
– –
-4,363
105
– –
-21,931
106
– –
-9,000
107
– –
-6,275
108
– –
-3,156
1 2 3 4
5