ECM

Evergreen Capital Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$6.79M
2 +$4.71M
3 +$3.56M
4
SPLS
Staples Inc
SPLS
+$3.04M
5
LULU icon
lululemon athletica
LULU
+$3.04M

Top Sells

1 +$13.4M
2 +$4.03M
3 +$2.99M
4
EBAY icon
eBay
EBAY
+$2.73M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$2.58M

Sector Composition

1 Energy 10.32%
2 Technology 9.92%
3 Industrials 6.91%
4 Healthcare 6.69%
5 Financials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$214K 0.04%
10,025
+1,350
102
$212K 0.04%
+1,693
103
-29,707
104
-129,670
105
-8,440
106
-4,649
107
-112,125