ECM

Everence Capital Management Portfolio holdings

AUM $1.55B
This Quarter Return
+3.21%
1 Year Return
+22.02%
3 Year Return
+82.69%
5 Year Return
+144.46%
10 Year Return
+389.74%
AUM
$221M
AUM Growth
Cap. Flow
+$221M
Cap. Flow %
100%
Top 10 Hldgs %
19.44%
Holding
251
New
251
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.08%
2 Financials 16.44%
3 Healthcare 14.97%
4 Communication Services 9.56%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WIN
251
DELISTED
Windstream Holdings Inc
WIN
$113K 0.05%
+14,690
New +$113K