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
401
$494K 0.04%
10,810
402
$493K 0.04%
10,555
403
$493K 0.04%
4,340
404
$488K 0.04%
22,220
405
$486K 0.04%
11,410
-12,420
406
$484K 0.04%
6,559
407
$483K 0.04%
23,560
408
$482K 0.04%
6,500
-4,970
409
$482K 0.04%
19,010
410
$479K 0.04%
2,830
411
$479K 0.04%
11,935
412
$478K 0.04%
+24,860
413
$477K 0.04%
3,140
414
$470K 0.04%
31,690
415
$466K 0.04%
4,170
-730
416
$465K 0.04%
21,488
417
$465K 0.04%
22,420
418
$465K 0.04%
14,750
419
$460K 0.04%
8,950
-15,300
420
$457K 0.04%
2,720
421
$457K 0.04%
5,830
422
$448K 0.04%
62,140
-57,120
423
$447K 0.04%
3,960
424
$447K 0.04%
16,050
425
$445K 0.04%
3,710
15 16
17
18 19