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
176
$2.44M 0.13%
76,798
-26,170
177
$2.42M 0.12%
+11,138
178
$2.41M 0.12%
11,385
+377
179
$2.39M 0.12%
52,995
+19,922
180
$2.38M 0.12%
+51,081
181
$2.32M 0.12%
123,696
+7,394
182
$2.32M 0.12%
11,700
+3,778
183
$2.28M 0.12%
19,895
-2,229
184
$2.26M 0.12%
+31,493
185
$2.23M 0.11%
7,303
+2,513
186
$2.22M 0.11%
165,775
+21,200
187
$2.19M 0.11%
150,450
+14,950
188
$2.16M 0.11%
8,891
+1,222
189
$2.06M 0.11%
86,316
-22,370
190
$2.04M 0.1%
36,523
+2,009
191
$2.04M 0.1%
138,827
-965
192
$2.03M 0.1%
46,704
+40,472
193
$2.02M 0.1%
7,234
+16
194
$2.02M 0.1%
59,455
-625
195
$2.02M 0.1%
102,118
+7,135
196
$2.01M 0.1%
+50,259
197
$1.99M 0.1%
501,892
+102,247
198
$1.93M 0.1%
28,800
199
$1.91M 0.1%
26,233
-2,245
200
$1.88M 0.1%
38,305
+1,142
6 7
8
9 10