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
$1.51M
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$2K
2
+$1.43K
3
+$1.07K
4
CB icon
Chubb
CB
+$816
5
COST icon
Costco
COST
+$791

Top Sells

1
+$1.13M
2
+$1.04M
3
+$540K
4
ZBRA icon
Zebra Technologies
ZBRA
+$489K
5
AKAM icon
Akamai
AKAM
+$432K

Sector Composition

1 Technology 23.94%
2 Financials 11.28%
3 Healthcare 11.11%
4 Consumer Discretionary 9.22%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06K 0.07%
39,022
227
$1.04K 0.07%
23,700
228
$1.04K 0.07%
5,620
229
$1.02K 0.07%
7,695
-3,170
230
$1.02K 0.07%
6,300
231
$1.01K 0.07%
16,010
232
$1.01K 0.07%
9,924
233
$997 0.07%
8,010
234
$994 0.07%
9,330
235
$991 0.07%
12,710
236
$990 0.07%
10,229
237
$982 0.06%
6,890
238
$977 0.06%
26,010
239
$969 0.06%
6,730
240
$964 0.06%
17,480
241
$958 0.06%
2,010
242
$951 0.06%
3,620
243
$924 0.06%
8,860
244
$923 0.06%
43,890
245
$917 0.06%
17,000
246
$906 0.06%
11,300
247
$900 0.06%
7,730
248
$899 0.06%
6,470
249
$891 0.06%
3,050
250
$887 0.06%
12,990
8 9
10
11 12