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
$617M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$1.02M
3 +$511K
4
HPQ icon
HP
HPQ
+$502K
5
KTB icon
Kontoor Brands
KTB
+$452K

Top Sells

1 +$1.34M
2 +$911K
3 +$711K
4
TTEK icon
Tetra Tech
TTEK
+$614K
5
WAGE
WageWorks, Inc.
WAGE
+$470K

Sector Composition

1 Technology 19.19%
2 Financials 15.94%
3 Healthcare 14%
4 Consumer Discretionary 9.99%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$525K 0.09%
6,002
252
$525K 0.09%
32,128
253
$525K 0.09%
6,628
254
$523K 0.08%
4,730
255
$520K 0.08%
3,640
+1,500
256
$518K 0.08%
7,747
257
$516K 0.08%
9,670
258
$515K 0.08%
12,505
259
$511K 0.08%
+3,766
260
$509K 0.08%
469
261
$506K 0.08%
17,446
262
$500K 0.08%
4,900
263
$500K 0.08%
6,840
264
$499K 0.08%
2,316
265
$488K 0.08%
2,452
266
$488K 0.08%
39,780
+22,330
267
$486K 0.08%
3,580
268
$486K 0.08%
2,490
269
$485K 0.08%
13,350
270
$485K 0.08%
20,410
271
$483K 0.08%
4,230
272
$483K 0.08%
10,359
273
$480K 0.08%
10,440
274
$480K 0.08%
3,035
275
$477K 0.08%
5,400