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
151
$4.22M 0.17%
81,944
-38,481
152
$4.16M 0.17%
35,486
+1,005
153
$4.07M 0.16%
+40,011
154
$4.06M 0.16%
37,066
-1,085
155
$4.05M 0.16%
15,953
-2,446
156
$4.03M 0.16%
286,067
+7,695
157
$4.01M 0.16%
348,460
-10,150
158
$4M 0.16%
53,661
+700
159
$3.98M 0.16%
65,422
-700
160
$3.9M 0.16%
24,794
+745
161
$3.88M 0.16%
362,140
-8,890
162
$3.85M 0.15%
+183,379
163
$3.82M 0.15%
31,739
+2,921
164
$3.81M 0.15%
42,098
+2,953
165
$3.8M 0.15%
22,748
-1,049
166
$3.79M 0.15%
12,470
+907
167
$3.76M 0.15%
146,920
+4,552
168
$3.74M 0.15%
30,591
+1,888
169
$3.74M 0.15%
149,308
+267
170
$3.71M 0.15%
144,835
+138,315
171
$3.7M 0.15%
90,398
+370
172
$3.65M 0.15%
21,018
+14
173
$3.57M 0.14%
+93,313
174
$3.54M 0.14%
38,935
+1,179
175
$3.49M 0.14%
+30,189
5 6
7
8 9