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
201
$2.06M 0.1%
83,670
+59,035
202
$2.05M 0.1%
20,579
+684
203
$2.04M 0.1%
37,915
-390
204
$1.96M 0.09%
8,482
+281
205
$1.95M 0.09%
69,010
+756
206
$1.95M 0.09%
47,617
+913
207
$1.94M 0.09%
5,605
-1,629
208
$1.92M 0.09%
8,466
-39,667
209
$1.9M 0.09%
5,195
+168
210
$1.89M 0.09%
8,249
+201
211
$1.89M 0.09%
8,230
-4,158
212
$1.85M 0.09%
34,024
+6,497
213
$1.82M 0.09%
59,415
+2,680
214
$1.8M 0.09%
+152,183
215
$1.73M 0.08%
43,246
+7,883
216
$1.72M 0.08%
255,830
-1,000
217
$1.72M 0.08%
64,281
+4,792
218
$1.7M 0.08%
10,265
219
$1.7M 0.08%
66,386
+18,990
220
$1.66M 0.08%
757
-4
221
$1.62M 0.08%
69,760
+5,104
222
$1.59M 0.08%
876,570
+59,075
223
$1.57M 0.08%
13,556
+484
224
$1.56M 0.07%
32,720
-1,980
225
$1.52M 0.07%
14,081
+411
7 8
9
10 11