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
26
$4.19M 0.68%
105,861
27
$4.17M 0.68%
49,902
28
$4.11M 0.67%
18,890
29
$4.09M 0.66%
37,626
30
$3.82M 0.62%
19,869
31
$3.79M 0.61%
68,527
32
$3.66M 0.59%
66,538
33
$3.55M 0.58%
61,012
34
$3.26M 0.53%
47,146
35
$3.24M 0.52%
20,052
36
$3.22M 0.52%
72,380
+5,565
37
$3.12M 0.51%
54,832
+6,280
38
$3.03M 0.49%
15,637
39
$2.99M 0.48%
18,117
40
$2.98M 0.48%
10,776
41
$2.92M 0.47%
22,564
42
$2.91M 0.47%
20,943
43
$2.86M 0.46%
17,630
44
$2.77M 0.45%
26,707
45
$2.76M 0.45%
36,400
46
$2.74M 0.44%
14,135
47
$2.71M 0.44%
43,795
48
$2.62M 0.42%
9,792
49
$2.6M 0.42%
23,284
50
$2.59M 0.42%
17,428
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