ECM
Evergreen Capital Management Portfolio holdings
AUM
$4.2B
1-Year Est. Return
18.06%
1 Year Est. Return
+18.06%
AUM
$4.2B
AUM Growth
+$882M
(+27%)
Holding
1,352
Top Buys
| 1 | +$168M | |
| 2 | +$77.1M | |
| 3 | +$60.9M | |
| 4 |
JD.com
JD
|
+$51.7M |
| 5 |
EchoStar
SATS
|
+$39.3M |
Top Sells
| 1 | +$15.8M | |
| 2 | +$13.3M | |
| 3 | +$8.26M | |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$7.55M |
| 5 |
Target
TGT
|
+$6.66M |
Sector Composition
| 1 | Technology | 14.55% |
| 2 | Financials | 12.8% |
| 3 | Energy | 8.12% |
| 4 | Industrials | 6.33% |
| 5 | Consumer Discretionary | 5.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WBA
1351
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-26,101
|
|
||
1352
Zillow
ZG
$17.3B
| – | – |
-3,677
|
|