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
$2.09B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.87M
3
+$7.18M
4
CVX icon
Chevron
CVX
+$5.55M
5
RNRG icon
Global X Renewable Energy Producers ETF
RNRG
+$5.29M

Top Sells

1
+$12.4M
2
+$9M
3
+$6.95M
4
CAH icon
Cardinal Health
CAH
+$6.93M
5
GOOS
Canada Goose Holdings
GOOS
+$6.79M

Sector Composition

1 Technology 13.51%
2 Financials 6.74%
3 Energy 6.58%
4 Consumer Discretionary 5.89%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.18M 0.2%
68,042
127
$4.17M 0.2%
+103,564
128
$4.12M 0.2%
21,482
+332
129
$4.01M 0.19%
38,151
+10
130
$3.99M 0.19%
437,908
-210,232
131
$3.94M 0.19%
52,651
+725
132
$3.91M 0.19%
369,296
+14,620
133
$3.75M 0.18%
90,142
+11
134
$3.73M 0.18%
26,909
+1,035
135
$3.66M 0.18%
39,021
+2,130
136
$3.66M 0.18%
140,684
+804
137
$3.53M 0.17%
37,028
-1,915
138
$3.51M 0.17%
+4,402
139
$3.51M 0.17%
66,530
+2,710
140
$3.5M 0.17%
146,022
+4,758
141
$3.48M 0.17%
34,737
-1,775
142
$3.43M 0.16%
41,641
+2,224
143
$3.43M 0.16%
28,523
+1,238
144
$3.41M 0.16%
23,926
+955
145
$3.36M 0.16%
104,930
+96,361
146
$3.31M 0.16%
52,885
+3,206
147
$3.29M 0.16%
16,960
+1,310
148
$3.26M 0.16%
17,068
+461
149
$3.26M 0.16%
23,272
+106
150
$3.25M 0.16%
28,234
+344
4 5
6
7 8