ECM
Everence Capital Management Portfolio holdings
AUM
$1.55B
1-Year Return
22.02%
This Quarter Return
+9.95%
1 Year Return
+22.02%
3 Year Return
+82.69%
5 Year Return
+144.46%
10 Year Return
+389.74%
AUM
$1.51M
AUM Growth
-$1.4B
(-100%)
Cap. Flow
-$9.7M
Cap. Flow
% of AUM
-640.76%
Top 10 Holdings %
Top 10 Hldgs %
31%
Holding
782
New
42
Increased
39
Reduced
43
Closed
28
Top Buys
| 1 |
Keysight
KEYS
|
+$2.01K |
| 2 |
Progressive
PGR
|
+$1.43K |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.07K |
| 4 |
Chubb
CB
|
+$816 |
| 5 |
Costco
COST
|
+$791 |
Top Sells
| 1 |
Cytokinetics
CYTK
|
+$1.13M |
| 2 |
Applied Industrial Technologies
AIT
|
+$1.04M |
| 3 |
Paycom
PAYC
|
+$540K |
| 4 |
Zebra Technologies
ZBRA
|
+$489K |
| 5 |
Akamai
AKAM
|
+$432K |
Sector Composition
| 1 | Technology | 23.98% |
| 2 | Financials | 11.28% |
| 3 | Healthcare | 11.11% |
| 4 | Consumer Discretionary | 9.22% |
| 5 | Industrials | 7.16% |
