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
$1.22M
AUM Growth
+$62.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$1.64K
2
+$1.29K
3
+$1.18K
4
AMZN icon
Amazon
AMZN
+$825
5
MCD icon
McDonald's
MCD
+$707

Top Sells

1
+$1.42K
2
+$1.34K
3
+$1.15K
4
ADC icon
Agree Realty
ADC
+$994
5
NOW icon
ServiceNow
NOW
+$883

Sector Composition

1 Technology 22.07%
2 Healthcare 11.62%
3 Financials 10.16%
4 Consumer Discretionary 8.78%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$401 0.03%
14,390
427
$399 0.03%
6,347
428
$399 0.03%
10,150
-8,200
429
$398 0.03%
6,580
430
$395 0.03%
+75,150
431
$393 0.03%
15,380
432
$392 0.03%
14,890
433
$391 0.03%
5,760
-4,610
434
$390 0.03%
9,190
435
$390 0.03%
40,540
436
$389 0.03%
3,410
437
$388 0.03%
4,630
438
$388 0.03%
28,760
439
$385 0.03%
4,400
440
$385 0.03%
10,230
441
$384 0.03%
6,440
442
$382 0.03%
16,990
443
$382 0.03%
3,334
-2,990
444
$381 0.03%
18,180
445
$380 0.03%
2,596
446
$376 0.03%
10,274
447
$376 0.03%
13,550
448
$376 0.03%
3,620
-2,440
449
$376 0.03%
5,690
450
$374 0.03%
15,190
16 17
18
19 20