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
$1.35B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.85M
3
+$1.8M
4
MTCH icon
Match Group
MTCH
+$1.66M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.58M

Top Sells

1
+$5.9M
2
+$3.92M
3
+$3.57M
4
EL icon
Estee Lauder
EL
+$2.61M
5
ABBV icon
AbbVie
ABBV
+$2M

Sector Composition

1 Technology 22.63%
2 Healthcare 10.85%
3 Financials 10.44%
4 Consumer Discretionary 9.74%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$586K 0.04%
5,920
352
$586K 0.04%
30,380
+11,030
353
$583K 0.04%
32,700
354
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11,030
355
$578K 0.04%
7,090
+1,510
356
$578K 0.04%
5,180
-2,980
357
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28,663
358
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6,500
359
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6,290
360
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12,160
-681
361
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8,320
362
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22,860
+5,730
363
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4,010
364
$562K 0.04%
8,006
365
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4,560
366
$560K 0.04%
1,590
367
$559K 0.04%
4,620
368
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21,530
369
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3,920
370
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11,935
371
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15,020
372
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22,420
373
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7,520
374
$549K 0.04%
16,070
375
$549K 0.04%
12,530
13 14
15
16 17