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
501
$361K 0.03%
5,100
502
$361K 0.03%
13,440
+5,640
503
$359K 0.03%
6,250
504
$358K 0.03%
17,540
505
$357K 0.03%
10,360
506
$357K 0.03%
20,870
+6,630
507
$357K 0.03%
13,370
-1,000
508
$356K 0.03%
2,919
509
$355K 0.03%
1,500
510
$354K 0.03%
6,750
511
$354K 0.03%
4,980
512
$353K 0.03%
4,550
-1,220
513
$350K 0.03%
3,690
514
$348K 0.03%
5,290
515
$347K 0.03%
1,800
516
$344K 0.03%
8,170
517
$343K 0.03%
4,200
518
$342K 0.03%
14,570
519
$342K 0.03%
7,100
520
$340K 0.03%
18,120
521
$340K 0.03%
3,630
522
$339K 0.03%
9,410
+3,320
523
$338K 0.03%
11,420
524
$338K 0.03%
19,560
525
$336K 0.03%
6,840
19 20
21
22 23