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
$508M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$6.45M
3
+$3.14M
4
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
+$2.84M
5
EPB
EL PASO PIPELINE PARTNERS, L.P. COM UNITS REPSTG LTD PART
EPB
+$2.78M

Top Sells

1
+$12.6M
2
+$12.1M
3
+$3.34M
4
INTC icon
Intel
INTC
+$2.37M
5
SH icon
ProShares Short S&P500
SH
+$2.31M

Sector Composition

1 Energy 11.01%
2 Technology 10.25%
3 Industrials 7.19%
4 Healthcare 6.64%
5 Financials 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,050
102
– –
-3,945
103
– –
-31,338
104
– –
-14,510
105
– –
-11,716
106
– –
-9,826
107
– –
-3,205
108
– –
-10,505
109
– –
-4,400
1 2 3 4
5