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ECM

Everence Capital Management Portfolio holdings

AUM $1.64B
1-Year Est. Return 26.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$617M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$949K
3
+$546K
4
HPQ icon
HP
HPQ
+$521K
5
IPGP icon
IPG Photonics
IPGP
+$499K

Top Sells

1
+$1.34M
2
+$911K
3
+$711K
4
TTEK icon
Tetra Tech
TTEK
+$614K
5
WAGE
WageWorks, Inc.
WAGE
+$470K

Sector Composition

1 Technology 19.19%
2 Financials 15.94%
3 Healthcare 14%
4 Consumer Discretionary 9.99%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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-8,600
652
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-6,690
653
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-2,440
654
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655
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-12,170
656
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-7,020
657
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-4,820
658
– –
-39,100
659
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-6,720
660
– –
-3,540
661
– –
-6,440
662
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-4,610
663
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-6,960
664
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-9,250
665
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-18,972
666
– –
-4,540
667
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-3,608
668
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-6,770
669
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-3,789
670
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-8,590
671
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-7,200
672
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-18,757
673
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-9,443
674
– –
-1,770
675
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-13,920
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