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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.64M 0.29%
32,313
+7,892
102
$5.62M 0.29%
122,704
-3,036
103
$5.47M 0.28%
71,016
+6,568
104
$5.46M 0.28%
165,432
+12,183
105
$5.37M 0.28%
58,556
-24,755
106
$5.27M 0.27%
582,225
+19,726
107
$5.14M 0.27%
11,951
+781
108
$5.07M 0.26%
15,522
+402
109
$4.9M 0.25%
70,189
-22,884
110
$4.88M 0.25%
99,532
-1,880
111
$4.88M 0.25%
101,735
-966
112
$4.82M 0.25%
33,298
-2,423
113
$4.76M 0.25%
133,338
+7,716
114
$4.76M 0.25%
27,005
-5,127
115
$4.75M 0.25%
912,963
-45,085
116
$4.73M 0.25%
233,396
+1,534
117
$4.68M 0.24%
23,751
-1,358
118
$4.53M 0.24%
85,697
-15
119
$4.51M 0.23%
257,667
+27,850
120
$4.49M 0.23%
54,688
+21,960
121
$4.48M 0.23%
28,096
-25,123
122
$4.45M 0.23%
105,937
-12,619
123
$4.31M 0.22%
17,792
+880
124
$4.28M 0.22%
7,244
+2,728
125
$4.2M 0.22%
104,778
+39,317
3 4
5
6 7