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
$617M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$1.02M
3 +$511K
4
HPQ icon
HP
HPQ
+$502K
5
KTB icon
Kontoor Brands
KTB
+$452K

Top Sells

1 +$1.34M
2 +$911K
3 +$711K
4
TTEK icon
Tetra Tech
TTEK
+$614K
5
WAGE
WageWorks, Inc.
WAGE
+$470K

Sector Composition

1 Technology 19.19%
2 Financials 15.94%
3 Healthcare 14%
4 Consumer Discretionary 9.99%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$331K 0.05%
18,558
402
$330K 0.05%
+6,160
403
$328K 0.05%
7,040
404
$327K 0.05%
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405
$325K 0.05%
7,323
406
$323K 0.05%
6,920
407
$321K 0.05%
3,430
408
$320K 0.05%
10,145
409
$318K 0.05%
6,340
410
$317K 0.05%
3,100
411
$317K 0.05%
4,590
412
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413
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414
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415
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416
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417
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418
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419
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420
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421
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7,130
422
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5,560
423
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7,730
424
$309K 0.05%
11,149
425
$306K 0.05%
4,900