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
$1.22M
AUM Growth
+$62.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$1.64K
2
+$1.29K
3
+$1.18K
4
AMZN icon
Amazon
AMZN
+$825
5
MCD icon
McDonald's
MCD
+$707

Top Sells

1
+$1.42K
2
+$1.34K
3
+$1.15K
4
ADC icon
Agree Realty
ADC
+$994
5
NOW icon
ServiceNow
NOW
+$883

Sector Composition

1 Technology 22.07%
2 Healthcare 11.62%
3 Financials 10.16%
4 Consumer Discretionary 8.78%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$225 0.02%
+16,060
627
$225 0.02%
16,740
628
$224 0.02%
4,560
629
$224 0.02%
+14,000
630
$224 0.02%
40,780
631
$223 0.02%
+6,930
632
$223 0.02%
+10,070
633
$222 0.02%
3,280
634
$222 0.02%
+5,380
635
$221 0.02%
10,210
636
$221 0.02%
+3,510
637
$220 0.02%
6,570
638
$220 0.02%
4,740
639
$219 0.02%
7,060
-3,310
640
$219 0.02%
8,440
641
$219 0.02%
34,870
642
$219 0.02%
8,879
643
$217 0.02%
14,540
644
$217 0.02%
10,120
645
$217 0.02%
+8,130
646
$216 0.02%
8,880
-4,890
647
$215 0.02%
7,500
-4,060
648
$215 0.02%
+3,720
649
$214 0.02%
+9,750
650
$214 0.02%
+1,880
24 25
26
27 28