ECM
Everence Capital Management Portfolio holdings
AUM
$1.55B
1-Year Return
22.02%
This Quarter Return
+5.87%
1 Year Return
+22.02%
3 Year Return
+82.69%
5 Year Return
+144.46%
10 Year Return
+389.74%
AUM
$233M
AUM Growth
+$12.3M
(+5.6%)
Cap. Flow
+$1.18M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
18.7%
Holding
264
New
13
Increased
11
Reduced
13
Closed
4
Top Buys
| 1 |
Dover
DOV
|
$313K |
| 2 |
Waste Management
WM
|
$300K |
| 3 |
Xylem
XYL
|
$296K |
| 4 |
Prologis
PLD
|
$282K |
| 5 |
Marathon Petroleum
MPC
|
$256K |
Top Sells
| 1 |
FON
SPRINT CORP FON COM
FON
|
$437K |
| 2 |
CERN
Cerner Corp
CERN
|
$433K |
| 3 |
Apple
AAPL
|
$300K |
| 4 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$280K |
| 5 |
BMC
BMC SOFTWARE, INC
BMC
|
$250K |
Sector Composition
| 1 | Technology | 17% |
| 2 | Financials | 16.02% |
| 3 | Healthcare | 15.07% |
| 4 | Energy | 9.15% |
| 5 | Communication Services | 8.92% |
