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
$1.35B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.85M
3
+$1.8M
4
MTCH icon
Match Group
MTCH
+$1.66M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.58M

Top Sells

1
+$5.9M
2
+$3.92M
3
+$3.57M
4
EL icon
Estee Lauder
EL
+$2.61M
5
ABBV icon
AbbVie
ABBV
+$2M

Sector Composition

1 Technology 22.63%
2 Healthcare 10.85%
3 Financials 10.44%
4 Consumer Discretionary 9.74%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$361K 0.03%
+2,770
527
$360K 0.03%
6,690
528
$359K 0.03%
4,980
529
$357K 0.03%
9,410
530
$356K 0.03%
4,160
531
$356K 0.03%
16,730
532
$356K 0.03%
1,950
533
$355K 0.03%
1,900
534
$353K 0.03%
7,480
535
$352K 0.03%
36,060
+11,820
536
$352K 0.03%
3,465
537
$351K 0.03%
86,690
+30,100
538
$348K 0.03%
8,860
+3,090
539
$347K 0.03%
8,820
540
$343K 0.03%
+9,560
541
$343K 0.03%
+19,410
542
$342K 0.03%
+4,780
543
$341K 0.03%
9,560
-12,160
544
$341K 0.03%
11,320
545
$339K 0.03%
633
546
$339K 0.03%
+2,170
547
$338K 0.03%
3,050
548
$338K 0.03%
5,790
549
$338K 0.03%
3,760
550
$337K 0.03%
4,250
20 21
22
23 24