ECM
Everence Capital Management Portfolio holdings
AUM
$1.67B
1-Year Est. Return
24.57%
1 Year Est. Return
+24.57%
AUM
$1.55B
AUM Growth
+$83.4M
(+5.7%)
Holding
865
Top Buys
| 1 | +$3.12M | |
| 2 | +$1.58M | |
| 3 | +$1.37M | |
| 4 |
Capital One
COF
|
+$1.25M |
| 5 |
Trade Desk
TTD
|
+$1.2M |
Top Sells
| 1 | +$2.39M | |
| 2 | +$2.39M | |
| 3 | +$2M | |
| 4 |
Salesforce
CRM
|
+$1.96M |
| 5 |
Kinder Morgan
KMI
|
+$1.82M |
Sector Composition
| 1 | Technology | 26.87% |
| 2 | Financials | 12.04% |
| 3 | Consumer Discretionary | 8.86% |
| 4 | Healthcare | 8.59% |
| 5 | Communication Services | 8.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$307B
| $6.8M | 0.44% |
98,040
-1,060
|
|
||
27
ConocoPhillips
COP
$115B
| $6.79M | 0.44% |
75,664
+3,510
|
|
||
28
Thermo Fisher Scientific
TMO
$216B
| $6.67M | 0.43% |
16,459
-270
|
|
||
29
ServiceNow
NOW
$174B
| $6.47M | 0.42% |
6,293
|
|
||
30
Progressive
PGR
$132B
| $6.41M | 0.41% |
24,030
-1,510
|
|
||
31
PepsiCo
PEP
$199B
| $6.22M | 0.4% |
47,109
-3,730
|
|
||
32
Deere & Co
DE
$130B
| $6.21M | 0.4% |
12,223
|
|
||
33
Abbott
ABT
$218B
| $6.18M | 0.4% |
45,450
|
|
||
34
Goldman Sachs
GS
$254B
| $6.18M | 0.4% |
8,730
|
|
||
35
Accenture
ACN
$166B
| $5.91M | 0.38% |
19,769
-2,860
|
|
||
36
Danaher
DHR
$160B
| $5.8M | 0.37% |
29,374
+920
|
|
||
37
Merck
MRK
$252B
| $5.73M | 0.37% |
72,431
-3,340
|
|
||
38
Qualcomm
QCOM
$188B
| $5.46M | 0.35% |
34,250
-1,920
|
|
||
39
Boston Scientific
BSX
$145B
| $5.42M | 0.35% |
50,500
|
|
||
40
Walt Disney
DIS
$188B
| $5.37M | 0.35% |
43,289
-3,010
|
|
||
|
41
Salesforce
CRM
$242B
| $5.2M | 0.33% |
19,070
-7,170
|
|
||
42
Booking.com
BKNG
$163B
| $5.15M | 0.33% |
890
|
|
||
43
Intuit
INTU
$185B
| $5.15M | 0.33% |
6,540
|
|
||
44
AT&T
T
$180B
| $5.06M | 0.33% |
174,986
|
|
||
45
American Express
AXP
$256B
| $5.04M | 0.32% |
15,794
-700
|
|
||
46
Advanced Micro Devices
AMD
$357B
| $4.96M | 0.32% |
34,926
-6,160
|
|
||
47
Uber
UBER
$191B
| $4.71M | 0.3% |
50,480
|
|
||
48
Morgan Stanley
MS
$278B
| $4.55M | 0.29% |
32,291
|
|
||
49
Illinois Tool Works
ITW
$72.2B
| $4.51M | 0.29% |
18,259
-4,170
|
|
||
50
Intuitive Surgical
ISRG
$203B
| $4.48M | 0.29% |
8,240
-930
|
|