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
$1.35B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.85M
3
+$1.8M
4
MTCH icon
Match Group
MTCH
+$1.66M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.58M

Top Sells

1
+$5.9M
2
+$3.92M
3
+$3.57M
4
EL icon
Estee Lauder
EL
+$2.61M
5
ABBV icon
AbbVie
ABBV
+$2M

Sector Composition

1 Technology 22.63%
2 Healthcare 10.85%
3 Financials 10.44%
4 Consumer Discretionary 9.74%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$279K 0.02%
8,410
602
$279K 0.02%
3,720
603
$279K 0.02%
+13,640
604
$278K 0.02%
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605
$278K 0.02%
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606
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607
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608
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609
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612
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613
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614
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615
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$272K 0.02%
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$271K 0.02%
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623
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624
$265K 0.02%
1,800
625
$265K 0.02%
+8,020
23 24
25
26 27