ECM
Everence Capital Management Portfolio holdings
AUM
$1.55B
1-Year Return
22.02%
This Quarter Return
+13.89%
1 Year Return
+22.02%
3 Year Return
+82.69%
5 Year Return
+144.46%
10 Year Return
+389.74%
AUM
$1.03B
AUM Growth
+$116M
(+13%)
Cap. Flow
+$6.59M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
33.41%
Holding
756
New
85
Increased
128
Reduced
151
Closed
66
Top Buys
| 1 |
Tesla
TSLA
|
$12.7M |
| 2 |
Accenture
ACN
|
$4.58M |
| 3 |
Johnson Controls International
JCI
|
$3.89M |
| 4 |
Adobe
ADBE
|
$2.03M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.75M |
Top Sells
| 1 |
Schlumberger
SLB
|
$2.41M |
| 2 |
Medtronic
MDT
|
$2.28M |
| 3 |
TE Connectivity
TEL
|
$2.02M |
| 4 |
Chubb
CB
|
$1.97M |
| 5 |
NextEra Energy, Inc.
NEE
|
$1.62M |
Sector Composition
| 1 | Technology | 20.35% |
| 2 | Financials | 10.74% |
| 3 | Healthcare | 10.6% |
| 4 | Consumer Discretionary | 9.98% |
| 5 | Communication Services | 7.75% |
