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
$1.44M
AUM Growth
-$71K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1 +$783
2 +$609
3 +$438
4
ES icon
Eversource Energy
ES
+$430
5
NEE icon
NextEra Energy
NEE
+$428

Top Sells

1 +$484K
2 +$140K
3 +$3.34K
4
BKNG icon
Booking.com
BKNG
+$2.83K
5
PANW icon
Palo Alto Networks
PANW
+$1.76K

Sector Composition

1 Technology 23.18%
2 Financials 11.17%
3 Healthcare 10.91%
4 Consumer Discretionary 8.8%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$219 0.02%
10,500
652
$219 0.02%
14,660
653
$219 0.02%
6,930
654
$219 0.02%
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655
$219 0.02%
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$217 0.02%
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658
$215 0.01%
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659
$215 0.01%
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661
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$211 0.01%
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$207 0.01%
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14,450