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 22.07%
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
476
$347 0.03%
3,210
477
$346 0.03%
7,280
+120
478
$346 0.03%
+5,260
479
$345 0.03%
720
480
$345 0.03%
7,677
481
$341 0.03%
2,400
482
$339 0.03%
+2,870
483
$339 0.03%
4,700
484
$338 0.03%
9,190
485
$337 0.03%
4,430
486
$337 0.03%
4,530
487
$331 0.03%
1,800
488
$331 0.03%
10,900
489
$331 0.03%
6,424
490
$331 0.03%
4,340
491
$330 0.03%
6,070
492
$330 0.03%
2,130
493
$330 0.03%
16,810
-140
494
$329 0.03%
4,490
495
$328 0.03%
23,490
+7,800
496
$325 0.03%
5,100
497
$324 0.03%
2,870
498
$323 0.03%
7,260
499
$323 0.03%
5,160
500
$323 0.03%
32,670
18 19
20
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