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
151
$2.86M 0.15%
32,870
+150
152
$2.86M 0.15%
49,679
-3,800
153
$2.84M 0.15%
23,859
+1,408
154
$2.81M 0.14%
479,924
+157,301
155
$2.79M 0.14%
40,393
156
$2.79M 0.14%
35,694
-187
157
$2.79M 0.14%
25,557
+1,878
158
$2.74M 0.14%
12,388
-227
159
$2.73M 0.14%
34,223
+6,280
160
$2.72M 0.14%
25,699
+4,424
161
$2.71M 0.14%
36,891
-10,957
162
$2.7M 0.14%
11,373
-749
163
$2.67M 0.14%
30,322
-518
164
$2.67M 0.14%
78,892
+5,932
165
$2.64M 0.14%
18,659
-4,468
166
$2.62M 0.13%
+17,408
167
$2.5M 0.13%
+8,870
168
$2.5M 0.13%
189,167
-327
169
$2.49M 0.13%
79,418
+2,717
170
$2.48M 0.13%
11,157
+1,953
171
$2.48M 0.13%
38,739
+34,922
172
$2.47M 0.13%
238,522
-7,831
173
$2.47M 0.13%
34,041
+792
174
$2.47M 0.13%
+5,218
175
$2.47M 0.13%
56,735
-62,095
5 6
7
8 9