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
551
$285 0.02%
5,530
552
$284 0.02%
5,860
553
$284 0.02%
10,190
554
$284 0.02%
+9,130
555
$283 0.02%
11,320
556
$283 0.02%
11,950
557
$280 0.02%
6,750
558
$280 0.02%
1,340
559
$279 0.02%
7,270
560
$277 0.02%
16,690
561
$276 0.02%
2,890
562
$276 0.02%
+6,010
563
$275 0.02%
12,200
564
$275 0.02%
4,550
565
$275 0.02%
14,360
566
$274 0.02%
7,570
567
$273 0.02%
+13,880
568
$273 0.02%
30,440
569
$269 0.02%
21,488
570
$269 0.02%
6,280
571
$268 0.02%
6,550
572
$268 0.02%
9,118
+4,489
573
$267 0.02%
8,810
574
$267 0.02%
8,140
575
$266 0.02%
+8,830
21 22
23
24 25