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
$2.76B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$22.1M
3
+$15.4M
4
MTBA icon
Simplify MBS ETF
MTBA
+$13M
5
UBER icon
Uber
UBER
+$12.3M

Top Sells

1
+$60.2M
2
+$18.9M
3
+$9.91M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.87M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$9.02M

Sector Composition

1 Technology 16.2%
2 Energy 9.29%
3 Industrials 6.56%
4 Financials 6.42%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.83M 0.1%
226,423
-255
202
$2.83M 0.1%
9,057
+225
203
$2.74M 0.1%
20,718
-8,491
204
$2.73M 0.1%
67,934
-1,924
205
$2.7M 0.1%
37,000
-475
206
$2.66M 0.1%
82,093
+64,221
207
$2.65M 0.1%
97,116
-88
208
$2.64M 0.1%
53,416
-18,876
209
$2.56M 0.09%
39,992
+4,999
210
$2.56M 0.09%
110,326
-4,025
211
$2.54M 0.09%
31,354
+600
212
$2.5M 0.09%
69,378
-772
213
$2.5M 0.09%
11,726
+97
214
$2.5M 0.09%
57,156
-15,483
215
$2.48M 0.09%
+53,248
216
$2.47M 0.09%
130,034
-8,018
217
$2.45M 0.09%
234,686
+113,301
218
$2.45M 0.09%
+24,317
219
$2.41M 0.09%
40,752
+618
220
$2.4M 0.09%
33,242
221
$2.36M 0.09%
55,914
-3,164
222
$2.35M 0.09%
24,329
+632
223
$2.31M 0.08%
22,276
-380
224
$2.29M 0.08%
40,441
+11,041
225
$2.22M 0.08%
70,660
-67,630
7 8
9
10 11