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
201
$2.76M 0.11%
25,098
-5,262
202
$2.66M 0.11%
106,441
+97,374
203
$2.61M 0.1%
28,331
+3,382
204
$2.55M 0.1%
48,021
+11,444
205
$2.49M 0.1%
19,557
+2,164
206
$2.48M 0.1%
37,260
+2,040
207
$2.39M 0.1%
88,944
+12,215
208
$2.39M 0.1%
10,740
+91
209
$2.35M 0.09%
10,458
-126
210
$2.3M 0.09%
6,399
+819
211
$2.26M 0.09%
90,185
+2,590
212
$2.18M 0.09%
3,387
+293
213
$2.12M 0.08%
38,221
+169
214
$2.06M 0.08%
55,378
+6,702
215
$2.02M 0.08%
54,630
-7,725
216
$2.02M 0.08%
76,899
+1,945
217
$2M 0.08%
834
+3
218
$1.99M 0.08%
132,432
-750
219
$1.94M 0.08%
13,794
+1,053
220
$1.89M 0.08%
7,495
+8
221
$1.88M 0.08%
52,265
+1,014
222
$1.87M 0.07%
+31,740
223
$1.79M 0.07%
141,704
+25,795
224
$1.76M 0.07%
4,248
+105
225
$1.75M 0.07%
10,265
7 8
9
10 11