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
276
$477K 0.08%
9,540
277
$476K 0.08%
8,380
278
$476K 0.08%
4,207
279
$476K 0.08%
13,986
280
$475K 0.08%
13,930
281
$473K 0.08%
5,480
282
$470K 0.08%
6,430
283
$469K 0.08%
4,330
284
$467K 0.08%
15,230
285
$467K 0.08%
3,458
286
$466K 0.08%
4,700
287
$465K 0.08%
5,530
288
$460K 0.07%
4,050
289
$459K 0.07%
9,790
290
$456K 0.07%
21,471
291
$455K 0.07%
13,960
292
$455K 0.07%
4,720
293
$453K 0.07%
2,350
294
$453K 0.07%
18,710
+4,750
295
$452K 0.07%
+12,890
296
$451K 0.07%
8,860
297
$448K 0.07%
14,625
298
$444K 0.07%
29,760
-20,160
299
$444K 0.07%
2,170
300
$443K 0.07%
5,785