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
$1.92B
AUM Growth
-$533M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$30.1M
3
+$14.6M
4
MPW icon
Medical Properties Trust
MPW
+$13M
5
CRI icon
Carter's
CRI
+$9.65M

Top Sells

1
+$29.2M
2
+$26.8M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$13.7M

Sector Composition

1 Technology 11.54%
2 Energy 8.95%
3 Financials 7.11%
4 Consumer Discretionary 6.63%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.8M 0.15%
25,395
-1,441
177
$2.79M 0.14%
11,289
-1,321
178
$2.72M 0.14%
8,397
-2,711
179
$2.69M 0.14%
28,303
-31,319
180
$2.67M 0.14%
25,452
-3,852
181
$2.66M 0.14%
47,732
-556
182
$2.63M 0.14%
37,466
-2,970
183
$2.61M 0.14%
20,476
-26,931
184
$2.54M 0.13%
143,855
+39,832
185
$2.52M 0.13%
83,933
-7,724
186
$2.43M 0.13%
85,830
+62,286
187
$2.42M 0.13%
40,528
-12,852
188
$2.35M 0.12%
120,530
-27,236
189
$2.35M 0.12%
508,910
-8,360
190
$2.34M 0.12%
8,546
-2,801
191
$2.3M 0.12%
13,555
+1,666
192
$2.29M 0.12%
33,050
+5,900
193
$2.27M 0.12%
44,880
-8,857
194
$2.24M 0.12%
31,294
-2,207
195
$2.2M 0.11%
41,259
+2,918
196
$2.17M 0.11%
13,134
-505
197
$2.15M 0.11%
129,462
-4,712
198
$2.15M 0.11%
12,735
+1,645
199
$2.06M 0.11%
55,063
-140,204
200
$2.04M 0.11%
28,479
+69
6 7
8
9 10