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
$617M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$1.02M
3 +$511K
4
HPQ icon
HP
HPQ
+$502K
5
KTB icon
Kontoor Brands
KTB
+$452K

Top Sells

1 +$1.34M
2 +$911K
3 +$711K
4
TTEK icon
Tetra Tech
TTEK
+$614K
5
WAGE
WageWorks, Inc.
WAGE
+$470K

Sector Composition

1 Technology 19.19%
2 Financials 15.94%
3 Healthcare 14%
4 Consumer Discretionary 9.99%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$305K 0.05%
4,940
427
$304K 0.05%
13,840
428
$304K 0.05%
5,105
429
$303K 0.05%
7,900
430
$302K 0.05%
4,067
431
$298K 0.05%
14,130
432
$297K 0.05%
3,799
433
$294K 0.05%
14,170
434
$293K 0.05%
+16,710
435
$291K 0.05%
6,220
436
$291K 0.05%
+8,640
437
$290K 0.05%
7,500
438
$288K 0.05%
5,020
439
$287K 0.05%
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440
$287K 0.05%
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441
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442
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7,130
443
$284K 0.05%
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444
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445
$281K 0.05%
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446
$281K 0.05%
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447
$280K 0.05%
2,808
448
$280K 0.05%
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449
$280K 0.05%
+24,970
450
$278K 0.05%
3,980