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
201
$1.86M 0.1%
16,193
-419
202
$1.84M 0.09%
8,201
+1,498
203
$1.84M 0.09%
256,830
-165,000
204
$1.8M 0.09%
8,517
+2,340
205
$1.79M 0.09%
5,027
+1,064
206
$1.77M 0.09%
761
+25
207
$1.76M 0.09%
+88,565
208
$1.74M 0.09%
33,420
-75
209
$1.74M 0.09%
104,465
-170,820
210
$1.69M 0.09%
68,254
+3,064
211
$1.64M 0.08%
10,265
+230
212
$1.61M 0.08%
34,700
+18,780
213
$1.6M 0.08%
+13,072
214
$1.58M 0.08%
59,489
+356
215
$1.53M 0.08%
38,729
+1,045
216
$1.51M 0.08%
64,656
-168
217
$1.51M 0.08%
+13,670
218
$1.5M 0.08%
8,048
+2,632
219
$1.46M 0.07%
37,251
220
$1.45M 0.07%
27,038
-1,532
221
$1.44M 0.07%
28,261
+6,596
222
$1.43M 0.07%
27,527
+12,381
223
$1.43M 0.07%
6,573
+1,755
224
$1.41M 0.07%
5,533
-715
225
$1.39M 0.07%
6,815
+245
7 8
9
10 11