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 22.09%
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
26
$6.12K 0.5%
117,040
-10,880
27
$5.96K 0.49%
96,140
28
$5.69K 0.47%
61,282
29
$5.63K 0.46%
25,215
30
$5.57K 0.46%
39,930
31
$5.53K 0.45%
19,787
+2,530
32
$5.51K 0.45%
112,140
33
$5.49K 0.45%
192,070
34
$5.33K 0.44%
26,700
35
$5.29K 0.43%
52,802
36
$5.08K 0.42%
26,175
-1,360
37
$4.82K 0.39%
62,464
+3,690
38
$4.52K 0.37%
119,140
39
$4.45K 0.36%
90,536
40
$4.44K 0.36%
43,846
+4,050
41
$4.37K 0.36%
63,056
-5,460
42
$4.06K 0.33%
55,793
+4,320
43
$4.05K 0.33%
104,080
44
$4.03K 0.33%
42,890
45
$4.01K 0.33%
32,168
-6,320
46
$3.99K 0.33%
16,389
-1,350
47
$3.94K 0.32%
204,646
48
$3.81K 0.31%
15,744
-1,670
49
$3.8K 0.31%
11,010
50
$3.79K 0.31%
20,367
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