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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
$504M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$391K
3
+$369K
4
EFOR
Everforth Inc
EFOR
+$292K
5
MMSI icon
Merit Medical Systems
MMSI
+$236K

Top Sells

1
+$827K
2
+$627K
3
+$532K
4
XL
XL Group Ltd.
XL
+$502K
5
MCD icon
McDonald's
MCD
+$487K

Sector Composition

1 Technology 20.05%
2 Financials 16.32%
3 Healthcare 15.51%
4 Consumer Discretionary 10.48%
5 Communication Services 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$131K 0.03%
4,073
+1,833
427
$117K 0.02%
13,360
428
$113K 0.02%
1,241
429
$113K 0.02%
12,690
430
$106K 0.02%
36,020
431
$99K 0.02%
12,570
432
$96K 0.02%
2,268
433
$86K 0.02%
10,100
434
$81K 0.02%
14,710
435
$78K 0.02%
+19,450
436
$70K 0.01%
+41,920
437
$63K 0.01%
+11,710
438
$61K 0.01%
+1,075
439
$53K 0.01%
11,700
440
$51K 0.01%
22,230
441
– –
-4,070
442
– –
-1,750
443
– –
-8,583
444
– –
-1,064
445
– –
-5,920
446
– –
-2,990
447
– –
-2,500
448
– –
-4,720
449
– –
-1,450
450
– –
-12,536
15 16 17
18
19