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
$605M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1 +$810K
2 +$806K
3 +$721K
4
OXY icon
Occidental Petroleum
OXY
+$634K
5
EMR icon
Emerson Electric
EMR
+$619K

Top Sells

1 +$2.56M
2 +$730K
3 +$612K
4
PWR icon
Quanta Services
PWR
+$604K
5
IPGP icon
IPG Photonics
IPGP
+$596K

Sector Composition

1 Technology 18.75%
2 Financials 16.05%
3 Healthcare 14.57%
4 Consumer Discretionary 10.34%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
-9,960
677
-10,450
678
-2,760