ECM
Evergreen Capital Management Portfolio holdings
AUM
$4.47B
1-Year Est. Return
21.73%
This Fund
S&P 500
1 Year Est. Return
+21.73%
AUM
$4.2B
AUM Growth
+$882M
(+27%)
Holding
1,352
Top Buys
| 1 | +$156M | |
| 2 | +$79.4M | |
| 3 | +$61.5M | |
| 4 |
JD.com
JD
|
+$48.2M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$32.4M |
Top Sells
| 1 | +$15.8M | |
| 2 | +$14.4M | |
| 3 | +$8.97M | |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$7.44M |
| 5 |
Target
TGT
|
+$7.31M |
Sector Composition
| 1 | Technology | 14.54% |
| 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
$10.5B
| – | – |
-3,677
|
|