ECM

Everence Capital Management Portfolio holdings

AUM $1.67B
1-Year Est. Return 24.57%
This Quarter Est. Return
1 Year Est. Return
+24.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22M
AUM Growth
+$62.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$1.64K
2
+$1.29K
3
+$1.18K
4
AMZN icon
Amazon
AMZN
+$825
5
MCD icon
McDonald's
MCD
+$707

Top Sells

1
+$1.42K
2
+$1.34K
3
+$1.15K
4
ADC icon
Agree Realty
ADC
+$994
5
NOW icon
ServiceNow
NOW
+$883

Sector Composition

1 Technology 22.07%
2 Healthcare 11.62%
3 Financials 10.16%
4 Consumer Discretionary 8.78%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$903 0.07%
10,960
227
$901 0.07%
2,520
228
$901 0.07%
6,760
+2,360
229
$899 0.07%
79,010
+26,960
230
$894 0.07%
12,210
+4,575
231
$888 0.07%
15,560
232
$886 0.07%
5,630
233
$873 0.07%
10,610
234
$870 0.07%
21,284
235
$869 0.07%
8,840
236
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3,328
237
$867 0.07%
4,166
-180
238
$865 0.07%
4,520
+1,590
239
$864 0.07%
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240
$864 0.07%
5,920
241
$856 0.07%
8,070
242
$856 0.07%
5,620
243
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244
$853 0.07%
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245
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246
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2,500
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247
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6,510
248
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4,410
249
$812 0.07%
4,890
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250
$798 0.07%
5,253
8 9
10
11 12