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
$508M
AUM Growth
-$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.34M
2 +$218K
3 +$214K
4
COST icon
Costco
COST
+$212K
5
BPL
Buckeye Partners, L.P.
BPL
+$160K

Sector Composition

1 Technology 9.97%
2 Energy 9.65%
3 Industrials 6.96%
4 Healthcare 6.72%
5 Financials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,335
102
-83,146