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
276
$716 0.06%
8,890
277
$713 0.06%
12,220
278
$707 0.06%
42,870
279
$706 0.06%
16,820
280
$703 0.06%
5,560
281
$701 0.06%
10,240
282
$700 0.06%
28,140
283
$697 0.06%
17,182
284
$697 0.06%
9,870
285
$694 0.06%
2,740
286
$691 0.06%
3,050
287
$685 0.06%
10,730
288
$676 0.06%
5,380
289
$674 0.06%
8,260
+4,170
290
$674 0.06%
5,634
291
$673 0.06%
4,630
292
$671 0.05%
3,620
293
$670 0.05%
12,120
294
$666 0.05%
6,549
295
$657 0.05%
9,744
-4,370
296
$651 0.05%
3,100
297
$641 0.05%
1,620
298
$637 0.05%
6,890
299
$632 0.05%
6,250
300
$625 0.05%
17,000
10 11
12
13 14