ECM
Evergreen Capital Management Portfolio holdings
AUM
$4.2B
1-Year Est. Return
18.06%
1 Year Est. Return
+18.06%
AUM
$3.32B
AUM Growth
+$344M
(+12%)
Holding
1,264
Top Buys
| 1 | +$36.6M | |
| 2 | +$13.5M | |
| 3 | +$12.3M | |
| 4 |
PACCAR
PCAR
|
+$9.82M |
| 5 |
Dow Inc
DOW
|
+$9.77M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$8.44M | |
| 3 | +$8.34M | |
| 4 |
Becton Dickinson
BDX
|
+$7.24M |
| 5 |
HP
HPQ
|
+$5.25M |
Sector Composition
| 1 | Technology | 15.5% |
| 2 | Financials | 7.65% |
| 3 | Energy | 6.99% |
| 4 | Industrials | 6.41% |
| 5 | Communication Services | 4.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1251
Stifel
SF
$13.2B
| – | – |
-3,227
|
|
||
1252
Sunstone Hotel Investors
SHO
$1.74B
| – | – |
-16,143
|
|
||
1253
Champion Homes
SKY
$5.38B
| – | – |
-2,903
|
|
||
1254
SM Energy
SM
$2.09B
| – | – |
-7,454
|
|
||
1255
Simply Good Foods
SMPL
$1.94B
| – | – |
-6,628
|
|
||
1256
TD Synnex
SNX
$12B
| – | – |
-1,957
|
|
||
|
STR
1257
DELISTED
Sitio Royalties
STR
| – | – |
-14,288
|
|
||
1258
Starwood Property Trust
STWD
$6.87B
| – | – |
-22,093
|
|
||
1259
Constellation Brands
STZ
$27.2B
| – | – |
-1,418
|
|
||
|
SVC
1260
Service Properties Trust
SVC
$361M
| – | – |
-10,447
|
|
||
1261
Skyworks Solutions
SWKS
$8.66B
| – | – |
-4,751
|
|
||
1262
Talos Energy
TALO
$1.93B
| – | – |
-10,844
|
|
||
1263
TPG
TPG
$10.3B
| – | – |
-5,328
|
|
||
|
X
1264
DELISTED
US Steel
X
| – | – |
-5,583
|
|