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ECM

Everence Capital Management Portfolio holdings

AUM $1.64B
1-Year Est. Return 26.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.21M
3
+$1.58M
4
MSFT icon
Microsoft
MSFT
+$1.52M
5
AMZN icon
Amazon
AMZN
+$1.16M

Top Sells

1
+$4.44M
2
+$2.66M
3
+$1.86M
4
COP icon
ConocoPhillips
COP
+$1.09M
5
JPM icon
JPMorgan Chase
JPM
+$928K

Sector Composition

1 Technology 18.59%
2 Financials 17.18%
3 Healthcare 15.39%
4 Communication Services 10.92%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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429
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440
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441
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442
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443
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446
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447
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