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
326
$566 0.05%
2,690
-330
327
$565 0.05%
9,230
328
$564 0.05%
16,400
329
$560 0.05%
7,200
330
$555 0.05%
6,297
331
$552 0.05%
3,660
-150
332
$549 0.04%
25,290
-4,910
333
$544 0.04%
1,390
334
$535 0.04%
13,440
335
$533 0.04%
19,060
336
$532 0.04%
1,750
337
$529 0.04%
19,600
338
$525 0.04%
4,770
339
$522 0.04%
4,750
340
$521 0.04%
12,710
+2,740
341
$521 0.04%
18,510
342
$519 0.04%
19,490
343
$519 0.04%
9,850
344
$519 0.04%
2,370
345
$518 0.04%
5,770
346
$517 0.04%
22,780
347
$517 0.04%
3,730
348
$515 0.04%
14,610
349
$511 0.04%
6,190
350
$510 0.04%
1,646
12 13
14
15 16