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
$572M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.59M
3
+$1.49M
4
VZ icon
Verizon
VZ
+$1.48M
5
PG icon
Procter & Gamble
PG
+$1.44M

Top Sells

1
+$3.89M
2
+$1.35M
3
+$1.29M
4
UNH icon
UnitedHealth
UNH
+$1.29M
5
ESRX
Express Scripts Holding Company
ESRX
+$904K

Sector Composition

1 Technology 18.69%
2 Financials 15.22%
3 Healthcare 14.69%
4 Consumer Discretionary 10.33%
5 Communication Services 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$244K 0.04%
+9,430
477
$243K 0.04%
+4,640
478
$243K 0.04%
+5,020
479
$242K 0.04%
26,460
+9,800
480
$242K 0.04%
+5,070
481
$241K 0.04%
+4,080
482
$238K 0.04%
+9,170
483
$238K 0.04%
+7,950
484
$238K 0.04%
+6,690
485
$237K 0.04%
+2,440
486
$237K 0.04%
+13,680
487
$236K 0.04%
+5,970
488
$235K 0.04%
+6,750
489
$235K 0.04%
+4,910
490
$234K 0.04%
+9,990
491
$233K 0.04%
+9,530
492
$233K 0.04%
+1,752
493
$232K 0.04%
5,120
494
$231K 0.04%
+4,950
495
$230K 0.04%
+6,970
496
$230K 0.04%
+4,940
497
$227K 0.04%
+9,443
498
$227K 0.04%
+14,230
499
$227K 0.04%
+9,960
500
$226K 0.04%
1,770
18 19
20
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