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
$221M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$7.02M
2 +$5.44M
3 +$5.06M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.67M
5
PG icon
Procter & Gamble
PG
+$3.77M

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 Change
in Stake
Capital Flow
251
$113K 0.05%
+1,875