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
$1.55B
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1 +$3.12M
2 +$1.58M
3 +$1.37M
4
COF icon
Capital One
COF
+$1.25M
5
TTD icon
Trade Desk
TTD
+$1.2M

Top Sells

1 +$2.39M
2 +$2.39M
3 +$2M
4
CRM icon
Salesforce
CRM
+$1.96M
5
KMI icon
Kinder Morgan
KMI
+$1.82M

Sector Composition

1 Technology 26.87%
2 Financials 12.04%
3 Consumer Discretionary 8.86%
4 Healthcare 8.59%
5 Communication Services 8.1%