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
576
$266 0.02%
+3,920
577
$264 0.02%
55,840
578
$264 0.02%
7,530
579
$264 0.02%
3,060
580
$264 0.02%
24,360
581
$263 0.02%
9,350
582
$262 0.02%
+3,610
583
$261 0.02%
7,140
584
$261 0.02%
2,550
585
$259 0.02%
8,820
586
$257 0.02%
+4,750
587
$257 0.02%
11,930
588
$256 0.02%
21,422
589
$256 0.02%
1,163
590
$255 0.02%
+13,480
591
$255 0.02%
1,460
592
$254 0.02%
6,530
593
$253 0.02%
15,260
-1,860
594
$253 0.02%
7,200
595
$251 0.02%
5,910
596
$251 0.02%
6,870
597
$250 0.02%
2,750
598
$250 0.02%
5,423
599
$250 0.02%
+9,950
600
$249 0.02%
6,110
22 23
24
25 26