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
$1.22B
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.26M
3 +$1.24M
4
LNC icon
Lincoln National
LNC
+$1.11M
5
GIS icon
General Mills
GIS
+$1.04M

Top Sells

1 +$2.31M
2 +$1.83M
3 +$1.3M
4
ATVI
Activision Blizzard
ATVI
+$1.1M
5
ECL icon
Ecolab
ECL
+$1.06M

Sector Composition

1 Technology 20.14%
2 Financials 11.49%
3 Healthcare 10.94%
4 Consumer Discretionary 9.31%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$388K 0.03%
12,410
477
$388K 0.03%
+2,450
478
$386K 0.03%
1,070
479
$384K 0.03%
4,010
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480
$384K 0.03%
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481
$383K 0.03%
7,600
482
$382K 0.03%
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483
$382K 0.03%
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484
$381K 0.03%
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485
$380K 0.03%
16,250
486
$380K 0.03%
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487
$378K 0.03%
7,010
488
$375K 0.03%
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489
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490
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491
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492
$371K 0.03%
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493
$371K 0.03%
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494
$368K 0.03%
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495
$366K 0.03%
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497
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24,160
498
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499
$364K 0.03%
5,140
500
$363K 0.03%
22,680