ECM
Everence Capital Management Portfolio holdings
AUM
$1.55B
1-Year Return
22.02%
This Quarter Return
-2.57%
1 Year Return
+22.02%
3 Year Return
+82.69%
5 Year Return
+144.46%
10 Year Return
+389.74%
AUM
$1.29M
AUM Growth
-$1.23B
(-100%)
Cap. Flow
-$36.3M
Cap. Flow
% of AUM
-2,822.49%
Top 10 Holdings %
Top 10 Hldgs %
32.13%
Holding
815
New
91
Increased
169
Reduced
89
Closed
77
Top Buys
| 1 |
Hasbro
HAS
|
+$4.61K |
| 2 |
Microsoft
MSFT
|
+$1.84K |
| 3 |
Medtronic
MDT
|
+$1.72K |
| 4 |
Coca-Cola
KO
|
+$1.5K |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.38K |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$11.3M |
| 2 |
IBM
IBM
|
+$3.41M |
| 3 |
TransDigm Group
TDG
|
+$1.84M |
| 4 |
e.l.f. Beauty
ELF
|
+$1.14M |
| 5 |
Unitil
UTL
|
+$820K |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Healthcare | 10.83% |
| 3 | Financials | 10.42% |
| 4 | Consumer Discretionary | 9.4% |
| 5 | Industrials | 7.03% |
