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
$2.5B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.1M
3
+$7.83M
4
TM icon
Toyota
TM
+$7.67M
5
TRPA
Hartford AAA CLO ETF
TRPA
+$7.52M

Top Sells

1
+$11M
2
+$6.92M
3
+$6.3M
4
DKNG icon
DraftKings
DKNG
+$4.51M
5
STEM icon
Stem
STEM
+$4.17M

Sector Composition

1 Technology 13.74%
2 Financials 8.66%
3 Energy 7.22%
4 Consumer Discretionary 6.94%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.6M 0.22%
47,576
+30,990
127
$5.57M 0.22%
34,467
-755
128
$5.54M 0.22%
82,785
+16,230
129
$5.53M 0.22%
+241,323
130
$5.42M 0.22%
35,574
+32,013
131
$5.39M 0.22%
114,763
+3,658
132
$5.26M 0.21%
331,464
+37,670
133
$5.13M 0.21%
13,396
+227
134
$5.13M 0.21%
136,042
+14,312
135
$5.1M 0.2%
97,494
+2,932
136
$5.04M 0.2%
227,974
+9,444
137
$4.93M 0.2%
164,673
+5,179
138
$4.9M 0.2%
60,579
+5,938
139
$4.77M 0.19%
11,504
+523
140
$4.72M 0.19%
18,985
+1,694
141
$4.71M 0.19%
13,374
+1,059
142
$4.69M 0.19%
28,657
+1,376
143
$4.67M 0.19%
+46,011
144
$4.65M 0.19%
+261,720
145
$4.61M 0.18%
27,380
+602
146
$4.54M 0.18%
858,473
+64,275
147
$4.51M 0.18%
38,569
+6,189
148
$4.47M 0.18%
277,300
-9,549
149
$4.37M 0.18%
408,397
+20,121
150
$4.31M 0.17%
71,540
-114,890
4 5
6
7 8