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
151
$3.2M 0.15%
28,635
+3,078
152
$3.2M 0.15%
83,078
+4,186
153
$3.18M 0.15%
22,132
-1,282
154
$3.17M 0.15%
26,512
+813
155
$3.15M 0.15%
34,520
+1,650
156
$3.14M 0.15%
38,259
+4,036
157
$3.12M 0.15%
56,937
158
$3.06M 0.15%
22,710
+688
159
$3.06M 0.15%
162,590
+12,140
160
$3.01M 0.14%
181,818
+93,253
161
$2.98M 0.14%
5,337
+119
162
$2.98M 0.14%
40,410
+17
163
$2.94M 0.14%
52,493
-102,248
164
$2.92M 0.14%
34,996
+955
165
$2.86M 0.14%
12,225
+840
166
$2.86M 0.14%
17,859
+451
167
$2.85M 0.14%
19,226
+567
168
$2.82M 0.13%
64,400
-155,270
169
$2.81M 0.13%
36,231
+537
170
$2.78M 0.13%
9,670
+800
171
$2.76M 0.13%
11,621
+248
172
$2.75M 0.13%
84,019
+4,601
173
$2.72M 0.13%
511,245
+9,353
174
$2.65M 0.13%
+102,005
175
$2.63M 0.13%
11,619
+462
5 6
7
8 9