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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.34M 0.26%
47,438
+3,054
102
$5.29M 0.25%
+108,496
103
$5.28M 0.25%
87,175
+3,745
104
$5.27M 0.25%
356,575
-210,740
105
$5.26M 0.25%
6,008
+342
106
$5.21M 0.25%
338,177
+11,230
107
$5.15M 0.25%
284,481
-564
108
$5.13M 0.25%
140,221
-1,300
109
$4.98M 0.24%
74,337
+1,011
110
$4.95M 0.24%
+115,912
111
$4.85M 0.23%
21,753
+804
112
$4.79M 0.23%
238,805
-86,428
113
$4.79M 0.23%
317,330
+9,130
114
$4.78M 0.23%
12,585
+100
115
$4.74M 0.23%
76,662
+70,338
116
$4.73M 0.23%
259,514
+6,702
117
$4.72M 0.23%
+213,015
118
$4.67M 0.22%
618,923
+138,999
119
$4.51M 0.22%
86,520
+3,795
120
$4.51M 0.22%
12,731
+1,340
121
$4.37M 0.21%
64,701
+5,041
122
$4.34M 0.21%
152,863
+7,556
123
$4.33M 0.21%
58,648
+3,004
124
$4.29M 0.2%
17,546
+9,029
125
$4.2M 0.2%
17,367
+1,115
3 4
5
6 7