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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.18M 0.22%
169,918
+245
127
$4.15M 0.22%
14,788
-19,897
128
$4.13M 0.21%
114,875
-3,125
129
$4.01M 0.21%
33,138
-7,088
130
$4.01M 0.21%
190,366
-30,671
131
$4M 0.21%
48,870
+3,637
132
$3.96M 0.21%
38,979
+6,814
133
$3.93M 0.2%
71,019
+65,337
134
$3.9M 0.2%
13,149
-175
135
$3.9M 0.2%
53,532
+6,714
136
$3.82M 0.2%
42,626
+20,895
137
$3.81M 0.2%
57,819
+54,798
138
$3.78M 0.2%
26,277
-3,226
139
$3.75M 0.2%
107,042
-42,284
140
$3.73M 0.19%
17,566
+16,892
141
$3.72M 0.19%
80,764
-127,172
142
$3.61M 0.19%
16,089
-1,254
143
$3.59M 0.19%
10,991
-2,888
144
$3.55M 0.18%
250,362
+3,657
145
$3.55M 0.18%
79,085
-375
146
$3.5M 0.18%
267,294
-424,840
147
$3.48M 0.18%
40,680
-4,759
148
$3.46M 0.18%
20,743
-922
149
$3.41M 0.18%
+98,465
150
$3.4M 0.18%
99,766
-7,681
4 5
6
7 8