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
$1.95B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.9M
3
+$14.2M
4
NUE icon
Nucor
NUE
+$11.4M
5
UDR icon
UDR
UDR
+$11.1M

Top Sells

1
+$53.6M
2
+$8.3M
3
+$6.53M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.97M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.82M

Sector Composition

1 Technology 13.06%
2 Financials 6.83%
3 Consumer Discretionary 6.41%
4 Energy 5.81%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.88M 0.2%
21,150
-2,660
127
$3.74M 0.19%
51,926
-3,002
128
$3.73M 0.19%
+16,252
129
$3.66M 0.19%
206,137
+8,482
130
$3.66M 0.19%
36,512
-2,175
131
$3.64M 0.19%
+25,874
132
$3.63M 0.19%
11,391
-46
133
$3.62M 0.19%
38,943
+717
134
$3.55M 0.18%
90,131
+645
135
$3.49M 0.18%
139,880
+16,496
136
$3.33M 0.17%
63,820
+3,860
137
$3.27M 0.17%
444,169
-6,075
138
$3.24M 0.17%
16,607
+15,101
139
$3.23M 0.17%
27,285
+1,715
140
$3.22M 0.17%
39,417
+250
141
$3.17M 0.16%
23,414
-2,226
142
$3.11M 0.16%
56,937
-700
143
$3.07M 0.16%
22,971
-10,773
144
$3.05M 0.16%
27,890
+143
145
$3.05M 0.16%
29,074
+1,654
146
$2.99M 0.15%
23,166
-64,360
147
$2.98M 0.15%
22,022
+4,447
148
$2.98M 0.15%
15,650
+2,308
149
$2.95M 0.15%
+141,264
150
$2.88M 0.15%
11,568
+54
4 5
6
7 8