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
176
$2.58M 0.12%
24,124
+265
177
$2.53M 0.12%
10,381
-1,187
178
$2.52M 0.12%
83,420
+6,622
179
$2.52M 0.12%
8,640
-251
180
$2.52M 0.12%
39,782
+1,043
181
$2.51M 0.12%
32,643
+1,150
182
$2.51M 0.12%
10,389
-1,311
183
$2.51M 0.12%
+119,722
184
$2.49M 0.12%
260,897
+22,375
185
$2.42M 0.12%
87,496
+1,180
186
$2.42M 0.12%
192,667
+3,500
187
$2.4M 0.11%
53,051
+56
188
$2.37M 0.11%
37,517
+994
189
$2.35M 0.11%
28,781
+2,548
190
$2.34M 0.11%
7,342
+39
191
$2.34M 0.11%
166,675
+900
192
$2.33M 0.11%
62,635
+3,180
193
$2.27M 0.11%
11,126
-12
194
$2.27M 0.11%
109,652
+7,534
195
$2.26M 0.11%
+35,711
196
$2.22M 0.11%
127,320
+3,624
197
$2.16M 0.1%
16,558
+365
198
$2.13M 0.1%
136,852
-1,975
199
$2.08M 0.1%
34,420
+26,008
200
$2.08M 0.1%
50,886
+627
6 7
8
9 10