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
$1.35B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.85M
3
+$1.8M
4
MTCH icon
Match Group
MTCH
+$1.66M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.58M

Top Sells

1
+$5.9M
2
+$3.92M
3
+$3.57M
4
EL icon
Estee Lauder
EL
+$2.61M
5
ABBV icon
AbbVie
ABBV
+$2M

Sector Composition

1 Technology 22.63%
2 Healthcare 10.85%
3 Financials 10.44%
4 Consumer Discretionary 9.74%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$450K 0.03%
1,370
452
$449K 0.03%
7,635
453
$448K 0.03%
+14,090
454
$447K 0.03%
19,010
455
$446K 0.03%
14,766
456
$446K 0.03%
3,640
457
$441K 0.03%
1,070
458
$440K 0.03%
2,180
-7,740
459
$439K 0.03%
12,479
460
$439K 0.03%
7,263
461
$438K 0.03%
580
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462
$436K 0.03%
21,810
463
$433K 0.03%
12,060
464
$432K 0.03%
14,970
465
$432K 0.03%
16,450
466
$432K 0.03%
3,170
-2,500
467
$431K 0.03%
10,360
468
$426K 0.03%
+4,424
469
$425K 0.03%
10,100
+3,140
470
$425K 0.03%
4,610
471
$424K 0.03%
7,050
472
$423K 0.03%
23,560
473
$423K 0.03%
18,120
474
$423K 0.03%
8,830
+2,670
475
$421K 0.03%
5,830
17 18
19
20 21