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
$1.51M
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$2K
2
+$1.43K
3
+$1.07K
4
CB icon
Chubb
CB
+$816
5
COST icon
Costco
COST
+$791

Top Sells

1
+$1.13M
2
+$1.04M
3
+$540K
4
ZBRA icon
Zebra Technologies
ZBRA
+$489K
5
AKAM icon
Akamai
AKAM
+$432K

Sector Composition

1 Technology 23.98%
2 Financials 11.28%
3 Healthcare 11.11%
4 Consumer Discretionary 9.22%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.72K 0.51%
44,129
27
$7.65K 0.51%
42,406
28
$7.64K 0.5%
126,900
29
$7.62K 0.5%
74,520
30
$7.27K 0.48%
11,970
31
$7.09K 0.47%
27,020
32
$6.96K 0.46%
56,882
33
$6.85K 0.45%
37,621
34
$6.45K 0.43%
8,803
+1,080
35
$6.3K 0.42%
20,980
36
$6.19K 0.41%
24,299
37
$6.17K 0.41%
9,500
+670
38
$6.03K 0.4%
35,310
+2,350
39
$5.99K 0.4%
142,640
40
$5.91K 0.39%
11,717
-2,380
41
$5.85K 0.39%
117,190
-21,140
42
$5.41K 0.36%
88,370
43
$5.26K 0.35%
95,926
+7,150
44
$5.16K 0.34%
12,124
-1,040
45
$5.14K 0.34%
32,891
+12,820
46
$5.14K 0.34%
18,237
47
$4.88K 0.32%
42,910
48
$4.82K 0.32%
17,969
49
$4.8K 0.32%
6,293
50
$4.71K 0.31%
22,816
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