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
$1.22B
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.26M
3
+$1.24M
4
LNC icon
Lincoln National
LNC
+$1.11M
5
GIS icon
General Mills
GIS
+$1.04M

Top Sells

1
+$2.31M
2
+$1.83M
3
+$1.3M
4
ATVI
Activision Blizzard
ATVI
+$1.1M
5
ECL icon
Ecolab
ECL
+$1.06M

Sector Composition

1 Technology 20.14%
2 Financials 11.49%
3 Healthcare 10.94%
4 Consumer Discretionary 9.31%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$520K 0.04%
10,430
377
$518K 0.04%
800
378
$517K 0.04%
15,380
379
$517K 0.04%
1,190
380
$516K 0.04%
3,730
381
$516K 0.04%
1,370
382
$514K 0.04%
17,130
+3,720
383
$514K 0.04%
13,050
384
$513K 0.04%
3,920
+890
385
$513K 0.04%
33,170
386
$512K 0.04%
10,900
387
$512K 0.04%
38,970
388
$511K 0.04%
8,810
389
$510K 0.04%
13,550
390
$510K 0.04%
6,078
391
$505K 0.04%
5,040
392
$504K 0.04%
13,090
393
$504K 0.04%
7,520
-5,300
394
$504K 0.04%
1,950
395
$503K 0.04%
3,070
-2,310
396
$503K 0.04%
6,300
397
$500K 0.04%
17,590
+8,260
398
$500K 0.04%
29,470
399
$497K 0.04%
13,900
+3,700
400
$497K 0.04%
3,750
14 15
16
17 18