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
526
$305 0.02%
13,750
527
$304 0.02%
22,590
528
$304 0.02%
23,320
529
$303 0.02%
5,650
530
$303 0.02%
8,610
531
$303 0.02%
5,140
532
$301 0.02%
10,350
533
$298 0.02%
12,050
534
$298 0.02%
10,750
535
$297 0.02%
+12,320
536
$297 0.02%
6,010
537
$297 0.02%
1,500
+80
538
$296 0.02%
7,800
539
$295 0.02%
6,590
540
$294 0.02%
2,750
541
$294 0.02%
3,400
542
$294 0.02%
1,330
-20
543
$294 0.02%
2,410
544
$293 0.02%
8,140
545
$293 0.02%
5,170
-10
546
$293 0.02%
5,040
547
$290 0.02%
+1,250
548
$288 0.02%
9,410
549
$287 0.02%
5,180
550
$287 0.02%
28,860
20 21
22
23 24