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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.35M 0.27%
123,368
-14,325
102
$5.18M 0.27%
285,045
-1,102
103
$5.17M 0.27%
115,760
-53,125
104
$5.08M 0.26%
+119,935
105
$5.07M 0.26%
82,725
-1,360
106
$4.8M 0.25%
44,384
+6,885
107
$4.78M 0.25%
326,947
+14,248
108
$4.76M 0.24%
+83,430
109
$4.72M 0.24%
73,326
+3,041
110
$4.66M 0.24%
105,157
+42,332
111
$4.48M 0.23%
335,880
+39,960
112
$4.43M 0.23%
+308,200
113
$4.33M 0.22%
20,949
-279
114
$4.27M 0.22%
5,666
+551
115
$4.26M 0.22%
19,880
+5,477
116
$4.21M 0.22%
252,812
+19,472
117
$4.2M 0.22%
648,140
-30,487
118
$4.19M 0.21%
68,042
-5,178
119
$4.13M 0.21%
55,644
-11,595
120
$4.09M 0.21%
532,231
-309,385
121
$4.09M 0.21%
59,660
-855
122
$4.08M 0.21%
12,485
-3,366
123
$4.04M 0.21%
145,307
+8,278
124
$3.99M 0.2%
354,676
+343,220
125
$3.91M 0.2%
38,141
3 4
5
6 7