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
$2.4B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.75M
3
+$8.52M
4
CRH icon
CRH
CRH
+$8.22M
5
ENB icon
Enbridge
ENB
+$7.87M

Top Sells

1
+$18.5M
2
+$8.95M
3
+$8.5M
4
WFG icon
West Fraser Timber
WFG
+$5.75M
5
ERIC icon
Ericsson
ERIC
+$5.57M

Sector Composition

1 Technology 14.27%
2 Energy 9.48%
3 Financials 6.4%
4 Consumer Discretionary 5.69%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.44M 0.23%
50,285
-359
127
$5.43M 0.23%
71,104
-102
128
$5.42M 0.23%
27,231
+1,341
129
$5.3M 0.22%
49,416
+877
130
$5.16M 0.22%
196,170
-3,595
131
$5.15M 0.22%
59,400
+2,830
132
$5.11M 0.21%
7,114
+87
133
$5.1M 0.21%
15,819
+114
134
$5.09M 0.21%
61,444
+786
135
$5.08M 0.21%
118,017
+1,754
136
$5.06M 0.21%
10,781
+776
137
$4.87M 0.2%
33,688
+983
138
$4.81M 0.2%
11,239
+266
139
$4.76M 0.2%
110,833
-93,716
140
$4.71M 0.2%
15,638
+95
141
$4.66M 0.19%
30,706
-499
142
$4.64M 0.19%
19,538
-9,267
143
$4.6M 0.19%
41,873
+1,498
144
$4.51M 0.19%
97,685
+12,870
145
$4.5M 0.19%
131,699
+1,794
146
$4.49M 0.19%
40,297
+720
147
$4.48M 0.19%
23,934
+1,313
148
$4.46M 0.19%
82,429
+1,031
149
$4.3M 0.18%
13,850
+979
150
$4.28M 0.18%
206,661
+183,105
4 5
6
7 8