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
601
$255K 0.02%
12,090
602
$255K 0.02%
11,930
603
$254K 0.02%
15,060
604
$253K 0.02%
12,440
605
$253K 0.02%
7,000
606
$251K 0.02%
1,800
607
$251K 0.02%
+4,170
608
$251K 0.02%
11,930
609
$251K 0.02%
7,260
610
$250K 0.02%
2,050
611
$250K 0.02%
5,500
612
$249K 0.02%
+14,500
613
$249K 0.02%
+9,800
614
$249K 0.02%
5,740
615
$248K 0.02%
+5,760
616
$248K 0.02%
+19,170
617
$248K 0.02%
19,470
618
$247K 0.02%
3,430
619
$246K 0.02%
14,500
620
$244K 0.02%
8,410
621
$243K 0.02%
+21,140
622
$242K 0.02%
2,550
623
$242K 0.02%
3,830
624
$239K 0.02%
8,140
625
$239K 0.02%
5,810
23 24
25
26 27