ECM

Everence Capital Management Portfolio holdings

AUM $1.69B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$427K
2 +$325K
3 +$229K
4
EW icon
Edwards Lifesciences
EW
+$213K
5
CTXS
Citrix Systems Inc
CTXS
+$208K

Top Sells

1 +$707K
2 +$420K
3 +$250K
4
NBR icon
Nabors Industries
NBR
+$247K
5
NVDA icon
NVIDIA
NVDA
+$211K

Sector Composition

1 Technology 16.94%
2 Financials 15.92%
3 Healthcare 14.21%
4 Communication Services 10.2%
5 Energy 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-4,555