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
$385M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$29.2M
2 +$5.47M
3 +$4.78M
4
AMLP icon
Alerian MLP ETF
AMLP
+$4.11M
5
ENLK
EnLink Midstream Partners, LP
ENLK
+$3.51M

Top Sells

1 +$11.5M
2 +$5.05M
3 +$4.07M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$3.45M
5
RWM icon
ProShares Short Russell2000
RWM
+$3.34M

Sector Composition

1 Energy 11.75%
2 Industrials 9.71%
3 Technology 7.22%
4 Healthcare 6.02%
5 Financials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-463,745