ECM

Evergreen Capital Management Portfolio holdings

AUM $3.32B
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$29.3M
3
+$18.9M
4
NKE icon
Nike
NKE
+$10.2M
5
MTBA icon
Simplify MBS ETF
MTBA
+$8.58M

Top Sells

1
+$22.1M
2
+$19.9M
3
+$12.3M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$12.2M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$12M

Sector Composition

1 Technology 14.7%
2 Energy 9.58%
3 Financials 6.77%
4 Industrials 6.54%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.48M 0.13%
14,249
-29
177
$3.46M 0.13%
87,433
-2,989
178
$3.44M 0.13%
94,745
+1,125
179
$3.43M 0.13%
12,155
+374
180
$3.42M 0.13%
95,634
-2,063
181
$3.38M 0.13%
32,936
+779
182
$3.36M 0.13%
77,404
-247,557
183
$3.32M 0.13%
15,400
+14,441
184
$3.32M 0.13%
13,402
+403
185
$3.29M 0.12%
42,146
+37,745
186
$3.28M 0.12%
90,718
-191,312
187
$3.23M 0.12%
41,934
+1,118
188
$3.17M 0.12%
23,697
+338
189
$3.16M 0.12%
46,634
+860
190
$3.15M 0.12%
97,204
-500
191
$3.09M 0.12%
23,503
+11
192
$3.03M 0.11%
72,639
-618
193
$3.02M 0.11%
22,787
+363
194
$2.93M 0.11%
32,658
+450
195
$2.88M 0.11%
226,678
-3,924
196
$2.87M 0.11%
41,222
+2
197
$2.79M 0.11%
69,858
+3,365
198
$2.78M 0.11%
+21,844
199
$2.77M 0.1%
4,258
+83
200
$2.77M 0.1%
62,631
+1,274
6 7
8
9 10