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
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.87M 0.28%
298,317
+49,284
102
$7.84M 0.28%
789,325
-320,345
103
$7.83M 0.28%
29,316
-478
104
$7.81M 0.28%
+14,397
105
$7.76M 0.28%
64,275
+2,603
106
$7.68M 0.28%
145,431
-3,203
107
$7.65M 0.28%
159,466
+773
108
$7.53M 0.27%
29,398
+236
109
$7.46M 0.27%
88,820
+5,506
110
$7.34M 0.27%
53,236
+345
111
$7.23M 0.26%
181,938
-1,700
112
$7.06M 0.26%
103,509
-1,143
113
$6.94M 0.25%
89,864
-2,590
114
$6.69M 0.24%
82,083
-3,022
115
$6.64M 0.24%
83,067
+1,551
116
$6.6M 0.24%
57,365
+6,823
117
$6.59M 0.24%
72,349
+1,361
118
$6.59M 0.24%
114,504
+19,622
119
$6.56M 0.24%
427,304
+89,314
120
$6.43M 0.23%
8,167
+519
121
$6.4M 0.23%
40,897
+775
122
$6.35M 0.23%
22,943
+550
123
$6.32M 0.23%
150,030
-2,125
124
$6.14M 0.22%
23,900
-2,171
125
$6.14M 0.22%
208,570
+73,986
3 4
5
6 7