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
$4.2B
AUM Growth
+$882M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$77.1M
3
+$60.9M
4
JD icon
JD.com
JD
+$51.7M
5
SATS icon
EchoStar
SATS
+$39.3M

Top Sells

1
+$15.8M
2
+$13.3M
3
+$8.26M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$7.55M
5
TGT icon
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
CRM icon
126
Salesforce
CRM
$224B
$8.45M 0.2%
35,586
-192
EEMS icon
127
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$401M
$8.37M 0.2%
123,210
AGNC icon
128
AGNC Investment
AGNC
$11.3B
$8.32M 0.2%
840,221
+11,576
AMLP icon
129
Alerian MLP ETF
AMLP
$10.6B
$8.27M 0.2%
176,288
+6,049
LLY icon
130
Eli Lilly
LLY
$947B
$8.14M 0.19%
10,667
+1,704
DBL
131
DoubleLine Opportunistic Credit Fund
DBL
$300M
$7.98M 0.19%
511,911
+11,769
PLTR icon
132
Palantir
PLTR
$410B
$7.91M 0.19%
43,374
+2,672
HRI icon
133
Herc Holdings
HRI
$4.42B
$7.88M 0.19%
+67,516
CVX icon
134
Chevron
CVX
$300B
$7.87M 0.19%
50,653
+17,845
EQT icon
135
EQT Corp
EQT
$37.4B
$7.74M 0.18%
142,130
-2,630
UDR icon
136
UDR
UDR
$11.9B
$7.69M 0.18%
206,399
+85,588
LULU icon
137
lululemon athletica
LULU
$21.7B
$7.53M 0.18%
42,298
+14,647
XOM icon
138
Exxon Mobil
XOM
$488B
$7.47M 0.18%
66,236
+2,932
TUA icon
139
Simplify Short Term Treasury Futures Strategy ETF
TUA
$663M
$7.46M 0.18%
341,208
-1,818
LOW icon
140
Lowe's Companies
LOW
$137B
$7.46M 0.18%
29,677
+1,615
LXP icon
141
LXP Industrial Trust
LXP
$2.91B
$7.45M 0.18%
163,906
-4,066
REM icon
142
iShares Mortgage Real Estate ETF
REM
$642M
$7.38M 0.18%
335,695
+13,944
PHYS icon
143
Sprott Physical Gold
PHYS
$15.3B
$7.27M 0.17%
245,537
-9,005
MCHI icon
144
iShares MSCI China ETF
MCHI
$7.96B
$7.23M 0.17%
109,812
+1,044
XLE icon
145
State Street Energy Select Sector SPDR ETF
XLE
$27.3B
$7.18M 0.17%
80,381
+1,627
ACN icon
146
Accenture
ACN
$161B
$6.97M 0.17%
28,273
+4,152
UNH icon
147
UnitedHealth
UNH
$296B
$6.86M 0.16%
19,867
+2,729
IJH icon
148
iShares Core S&P Mid-Cap ETF
IJH
$101B
$6.83M 0.16%
104,679
+7,125
HD icon
149
Home Depot
HD
$352B
$6.79M 0.16%
16,766
+1,357
WES icon
150
Western Midstream Partners
WES
$15.9B
$6.53M 0.16%
166,198
-10,125
4 5
6
7 8