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
676
$200 0.02%
10,890
677
$200 0.02%
+19,700
678
$199 0.02%
+16,040
679
$199 0.02%
+21,100
680
$198 0.02%
11,930
681
$198 0.02%
13,500
-7,370
682
$197 0.02%
+10,660
683
$197 0.02%
20,100
684
$196 0.02%
16,270
685
$196 0.02%
24,150
686
$192 0.02%
28,080
687
$191 0.02%
20,490
688
$189 0.02%
17,960
689
$188 0.02%
+17,860
690
$187 0.02%
12,910
-900
691
$185 0.02%
19,470
692
$184 0.02%
15,050
693
$183 0.02%
10,060
694
$181 0.01%
12,410
695
$178 0.01%
14,450
696
$177 0.01%
6,742
697
$177 0.01%
16,470
698
$176 0.01%
25,990
699
$175 0.01%
26,100
+13,400
700
$171 0.01%
32,310
26 27
28
29 30