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
651
$214 0.02%
+5,140
652
$214 0.02%
17,890
653
$213 0.02%
16,580
654
$213 0.02%
+3,850
655
$212 0.02%
+10,390
656
$212 0.02%
+9,180
657
$210 0.02%
+11,670
658
$210 0.02%
21,940
659
$210 0.02%
13,970
660
$209 0.02%
+12,330
661
$207 0.02%
12,060
662
$207 0.02%
+10,260
663
$206 0.02%
33,990
-31,610
664
$206 0.02%
+2,760
665
$205 0.02%
+2,190
666
$205 0.02%
5,760
667
$204 0.02%
+12,780
668
$204 0.02%
23,690
669
$204 0.02%
+16,590
670
$204 0.02%
+2,080
671
$203 0.02%
+2,760
672
$203 0.02%
+6,970
673
$202 0.02%
+4,910
674
$201 0.02%
25,710
675
$200 0.02%
16,200
25 26
27
28 29