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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
451
– –
-7,496
452
– –
-2,710
453
– –
-12,210
454
– –
-4,920
455
– –
-3,420
456
– –
-1,800
457
– –
-4,770
458
– –
-8,980
15 16 17 18
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