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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.83M 0.27%
705,184
+85,960
102
$6.75M 0.27%
38,165
+725
103
$6.71M 0.27%
7,328
+526
104
$6.7M 0.27%
159,815
+72,487
105
$6.7M 0.27%
19,782
+968
106
$6.56M 0.26%
337,648
+1,760
107
$6.47M 0.26%
218,723
+22,642
108
$6.46M 0.26%
+178,008
109
$6.37M 0.26%
137,200
+17,243
110
$6.36M 0.25%
83,028
+4,588
111
$6.36M 0.25%
96,231
+44,683
112
$6.28M 0.25%
+242,353
113
$6.26M 0.25%
28,905
+14,691
114
$6.19M 0.25%
72,376
-8,279
115
$6.15M 0.25%
70,556
+5,422
116
$6.12M 0.25%
353,177
+16,296
117
$6.12M 0.25%
101,377
+7,858
118
$6M 0.24%
55,598
+3,481
119
$5.99M 0.24%
267,448
+11,018
120
$5.93M 0.24%
98,992
+5,422
121
$5.89M 0.24%
381,408
+20,389
122
$5.83M 0.23%
+43,141
123
$5.78M 0.23%
341,419
+975
124
$5.74M 0.23%
233,586
+39,557
125
$5.61M 0.22%
21,690
+2,081
3 4
5
6 7