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
251
$798 0.07%
13,090
252
$791 0.06%
7,050
253
$791 0.06%
6,565
-6,940
254
$789 0.06%
10,420
255
$787 0.06%
18,740
256
$786 0.06%
20,940
-1,260
257
$785 0.06%
18,490
258
$777 0.06%
20,652
259
$769 0.06%
12,530
260
$767 0.06%
6,300
261
$767 0.06%
23,500
262
$765 0.06%
8,010
263
$762 0.06%
9,180
264
$762 0.06%
5,900
265
$759 0.06%
13,050
266
$755 0.06%
8,490
267
$755 0.06%
10,830
268
$750 0.06%
10,140
269
$748 0.06%
26,930
270
$730 0.06%
16,892
271
$730 0.06%
13,490
+5,990
272
$729 0.06%
17,210
+8,350
273
$724 0.06%
130
274
$721 0.06%
23,700
275
$720 0.06%
29,040
9 10
11
12 13