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
351
$508 0.04%
10,110
352
$508 0.04%
19,940
353
$507 0.04%
6,090
354
$501 0.04%
7,940
355
$501 0.04%
4,170
356
$500 0.04%
8,430
-680
357
$492 0.04%
4,570
-1,160
358
$492 0.04%
43,970
359
$492 0.04%
3,640
360
$490 0.04%
2,960
361
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4,450
362
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363
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6,980
364
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365
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366
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367
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368
$484 0.04%
10,300
369
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370
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371
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372
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373
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374
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8,990
375
$470 0.04%
18,920
13 14
15
16 17