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
176
$3.48M 0.14%
70,448
+25,859
177
$3.48M 0.14%
163,450
+2,150
178
$3.44M 0.14%
12,838
+2,021
179
$3.43M 0.14%
37,298
+3,823
180
$3.38M 0.14%
+84,704
181
$3.35M 0.13%
+79,340
182
$3.34M 0.13%
33,377
-1,245
183
$3.27M 0.13%
40,428
+18
184
$3.27M 0.13%
78,310
+3,095
185
$3.26M 0.13%
54,131
-833
186
$3.24M 0.13%
521,473
+8,182
187
$3.22M 0.13%
36,209
+1,464
188
$3.21M 0.13%
223,605
+71,830
189
$3.16M 0.13%
50,925
-54,914
190
$3.15M 0.13%
34,920
191
$3.1M 0.12%
13,409
+99
192
$3.1M 0.12%
11,223
+143
193
$3.06M 0.12%
12,475
+385
194
$3.03M 0.12%
22,962
+407
195
$2.96M 0.12%
47,210
+1,173
196
$2.96M 0.12%
70,600
+58,150
197
$2.96M 0.12%
89,205
+3,270
198
$2.9M 0.12%
53,737
-3,200
199
$2.81M 0.11%
4,450
+437
200
$2.77M 0.11%
45,213
+882
6 7
8
9 10