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
$1.44M
AUM Growth
-$71K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1 +$783
2 +$609
3 +$438
4
ES icon
Eversource Energy
ES
+$430
5
NEE icon
NextEra Energy
NEE
+$428

Top Sells

1 +$484K
2 +$140K
3 +$3.34K
4
BKNG icon
Booking.com
BKNG
+$2.83K
5
PANW icon
Palo Alto Networks
PANW
+$1.76K

Sector Composition

1 Technology 23.18%
2 Financials 11.17%
3 Healthcare 10.91%
4 Consumer Discretionary 8.8%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$359 0.02%
12,700
477
$358 0.02%
5,180
478
$358 0.02%
5,530
479
$358 0.02%
3,980
480
$355 0.02%
17,280
481
$355 0.02%
5,040
482
$355 0.02%
25,910
483
$354 0.02%
13,520
484
$352 0.02%
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485
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486
$351 0.02%
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487
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488
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489
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490
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493
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494
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495
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497
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498
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6,750
499
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500
$336 0.02%
29,990