ECM
Everence Capital Management Portfolio holdings
AUM
$1.55B
1-Year Return
22.02%
This Quarter Return
+5.15%
1 Year Return
+22.02%
3 Year Return
+82.69%
5 Year Return
+144.46%
10 Year Return
+389.74%
AUM
$605M
AUM Growth
+$32.7M
(+5.7%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
19.37%
Holding
679
New
60
Increased
52
Reduced
24
Closed
35
Top Buys
| 1 |
Arista Networks
ANET
|
$810K |
| 2 |
Danaher
DHR
|
$806K |
| 3 |
Dow Inc
DOW
|
$721K |
| 4 |
Occidental Petroleum
OXY
|
$634K |
| 5 |
Emerson Electric
EMR
|
$619K |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$2.56M |
| 2 |
NAVG
Navigators Group Inc
NAVG
|
$730K |
| 3 |
Axon Enterprise
AXON
|
$612K |
| 4 |
Quanta Services
PWR
|
$604K |
| 5 |
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% |