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
201
$1.98M 0.1%
51,847
-486
202
$1.94M 0.1%
177,707
-23,185
203
$1.83M 0.1%
38,294
-560,481
204
$1.81M 0.09%
19,876
-9,237
205
$1.81M 0.09%
37,300
-1,560
206
$1.74M 0.09%
5,509
-866
207
$1.7M 0.09%
26,777
-3,904
208
$1.65M 0.09%
12,697
-26,195
209
$1.61M 0.08%
+69,500
210
$1.61M 0.08%
72,424
-611
211
$1.59M 0.08%
58,119
-2,628
212
$1.58M 0.08%
30,056
-159,998
213
$1.55M 0.08%
7,283
-522
214
$1.54M 0.08%
27,767
+924
215
$1.54M 0.08%
4,056
+414
216
$1.53M 0.08%
+9,875
217
$1.51M 0.08%
44,170
-6,616
218
$1.49M 0.08%
31,977
-2,282
219
$1.48M 0.08%
7,238
-110
220
$1.48M 0.08%
48,478
+17,862
221
$1.47M 0.08%
13,530
-22
222
$1.46M 0.08%
29,156
+2,400
223
$1.46M 0.08%
8,398
-715
224
$1.45M 0.08%
42,535
-2,273
225
$1.44M 0.07%
42,829
-3,835
7 8
9
10 11