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
626
$239K 0.02%
6,960
627
$239K 0.02%
15,340
628
$239K 0.02%
6,260
629
$238K 0.02%
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630
$236K 0.02%
9,300
631
$234K 0.02%
+6,100
632
$234K 0.02%
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633
$233K 0.02%
6,220
634
$233K 0.02%
4,440
635
$233K 0.02%
24,240
636
$232K 0.02%
7,270
637
$232K 0.02%
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638
$232K 0.02%
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639
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640
$230K 0.02%
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641
$229K 0.02%
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642
$228K 0.02%
7,200
643
$228K 0.02%
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644
$227K 0.02%
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645
$227K 0.02%
25,710
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$227K 0.02%
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647
$227K 0.02%
6,550
648
$226K 0.02%
5,840
649
$226K 0.02%
+17,280
650
$225K 0.02%
+6,870