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
376
$469 0.04%
1,320
377
$468 0.04%
5,880
-3,640
378
$468 0.04%
4,610
379
$466 0.04%
8,530
-30
380
$464 0.04%
12,720
-2,780
381
$459 0.04%
8,670
382
$459 0.04%
8,880
383
$457 0.04%
4,170
384
$455 0.04%
7,170
385
$455 0.04%
24,870
386
$454 0.04%
3,980
387
$451 0.04%
20,530
388
$451 0.04%
15,830
389
$450 0.04%
7,500
-9,870
390
$445 0.04%
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391
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392
$444 0.04%
27,900
393
$444 0.04%
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394
$443 0.04%
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395
$440 0.04%
4,450
396
$439 0.04%
12,430
397
$438 0.04%
3,930
398
$438 0.04%
1,660
399
$438 0.04%
22,420
400
$437 0.04%
2,890
14 15
16
17 18