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
$1.22B
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.26M
3 +$1.24M
4
LNC icon
Lincoln National
LNC
+$1.11M
5
GIS icon
General Mills
GIS
+$1.04M

Top Sells

1 +$2.31M
2 +$1.83M
3 +$1.3M
4
ATVI
Activision Blizzard
ATVI
+$1.1M
5
ECL icon
Ecolab
ECL
+$1.06M

Sector Composition

1 Technology 20.14%
2 Financials 11.49%
3 Healthcare 10.94%
4 Consumer Discretionary 9.31%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$285K 0.02%
920
577
$281K 0.02%
6,300
578
$281K 0.02%
3,800
579
$280K 0.02%
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$279K 0.02%
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581
$275K 0.02%
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582
$274K 0.02%
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583
$274K 0.02%
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584
$274K 0.02%
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585
$274K 0.02%
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586
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587
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588
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$270K 0.02%
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590
$266K 0.02%
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591
$266K 0.02%
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592
$265K 0.02%
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593
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595
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$259K 0.02%
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598
$256K 0.02%
9,060
599
$256K 0.02%
+3,600
600
$255K 0.02%
19,810