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
$1.22B
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.26M
3 +$1.24M
4
LNC icon
Lincoln National
LNC
+$1.11M
5
GIS icon
General Mills
GIS
+$1.04M

Top Sells

1 +$2.31M
2 +$1.83M
3 +$1.3M
4
ATVI
Activision Blizzard
ATVI
+$1.1M
5
ECL icon
Ecolab
ECL
+$1.06M

Sector Composition

1 Technology 20.14%
2 Financials 11.49%
3 Healthcare 10.94%
4 Consumer Discretionary 9.31%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$445K 0.04%
8,006
-13,380
427
$445K 0.04%
7,170
428
$443K 0.04%
8,590
429
$441K 0.04%
35,680
430
$441K 0.04%
1,460
431
$438K 0.04%
4,900
432
$438K 0.04%
6,810
433
$436K 0.04%
7,263
434
$436K 0.04%
2,930
435
$435K 0.04%
1,430
436
$433K 0.04%
2,074
-5,080
437
$433K 0.04%
2,596
438
$430K 0.04%
8,820
+2,340
439
$429K 0.04%
13,280
440
$427K 0.04%
11,450
441
$427K 0.04%
9,930
+2,980
442
$425K 0.03%
5,580
443
$424K 0.03%
8,600
444
$424K 0.03%
+11,550
445
$422K 0.03%
5,920
446
$422K 0.03%
+13,540
447
$421K 0.03%
7,870
448
$419K 0.03%
10,350
449
$418K 0.03%
14,970
450
$416K 0.03%
4,390