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
401
$437 0.04%
1,260
402
$435 0.04%
31,255
403
$432 0.04%
29,630
404
$430 0.04%
11,935
405
$421 0.03%
18,360
406
$419 0.03%
6,880
407
$417 0.03%
11,200
408
$417 0.03%
5,180
409
$416 0.03%
3,600
410
$416 0.03%
3,150
411
$415 0.03%
6,630
412
$410 0.03%
15,340
413
$410 0.03%
10,555
414
$408 0.03%
7,050
415
$408 0.03%
3,900
416
$408 0.03%
3,960
417
$407 0.03%
3,920
418
$407 0.03%
13,000
419
$407 0.03%
18,226
-15,140
420
$406 0.03%
7,400
421
$406 0.03%
25,389
+6,431
422
$405 0.03%
19,630
+4,540
423
$404 0.03%
15,340
424
$403 0.03%
10,540
425
$402 0.03%
11,930
15 16
17
18 19