ECM
Everence Capital Management Portfolio holdings
AUM
$1.55B
1-Year Return
22.02%
This Quarter Return
+2.7%
1 Year Return
+22.02%
3 Year Return
+82.69%
5 Year Return
+144.46%
10 Year Return
+389.74%
AUM
$1.44M
AUM Growth
-$71K
(-4.7%)
Cap. Flow
-$630K
Cap. Flow
% of AUM
-43.68%
Top 10 Holdings %
Top 10 Hldgs %
31.12%
Holding
762
New
8
Increased
17
Reduced
36
Closed
25
Top Buys
| 1 |
Oneok
OKE
|
$783 |
| 2 |
Kraft Heinz
KHC
|
$609 |
| 3 |
AES
AES
|
$438 |
| 4 |
Eversource Energy
ES
|
$430 |
| 5 |
NextEra Energy, Inc.
NEE
|
$428 |
Top Sells
| 1 |
NVIDIA
NVDA
|
$484K |
| 2 |
Chipotle Mexican Grill
CMG
|
$140K |
| 3 |
Adobe
ADBE
|
$3.34K |
| 4 |
Booking.com
BKNG
|
$2.83K |
| 5 |
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% |
