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
501
$322 0.03%
3,300
502
$322 0.03%
4,160
503
$322 0.03%
1,810
-10
504
$321 0.03%
3,490
505
$320 0.03%
2,020
-10
506
$320 0.03%
14,340
507
$319 0.03%
47,960
+16,890
508
$318 0.03%
10,430
509
$317 0.03%
8,590
510
$317 0.03%
17,280
511
$317 0.03%
34,020
+14,180
512
$316 0.03%
14,510
513
$316 0.03%
+4,840
514
$315 0.03%
1,790
515
$314 0.03%
16,270
516
$314 0.03%
1,050
517
$311 0.03%
2,470
518
$311 0.03%
17,840
519
$309 0.03%
7,530
520
$309 0.03%
32,223
-10,959
521
$309 0.03%
+13,140
522
$308 0.03%
3,710
-1,370
523
$308 0.03%
18,120
524
$308 0.03%
13,280
525
$306 0.03%
+2,100
19 20
21
22 23