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ECM

Everence Capital Management Portfolio holdings

AUM $1.64B
1-Year Est. Return 26.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.82M
3
+$2.44M
4
ABT icon
Abbott
ABT
+$1.74M
5
PCAR icon
PACCAR
PCAR
+$1.54M

Top Sells

1
+$1.33M
2
+$1.31M
3
+$952K
4
CROX icon
Crocs
CROX
+$929K
5
OKE icon
Oneok
OKE
+$868K

Sector Composition

1 Technology 20.22%
2 Financials 11.11%
3 Healthcare 10.78%
4 Consumer Discretionary 9.55%
5 Communication Services 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$184K 0.02%
14,320
702
$182K 0.02%
18,910
703
$181K 0.01%
10,340
704
$177K 0.01%
11,490
705
$170K 0.01%
32,340
706
$170K 0.01%
4,362
707
$169K 0.01%
904
708
$169K 0.01%
27,500
709
$165K 0.01%
12,440
-5,130
710
$163K 0.01%
897
711
$162K 0.01%
11,690
712
$161K 0.01%
11,970
713
$155K 0.01%
23,460
714
$149K 0.01%
31,780
715
$148K 0.01%
17,410
716
$146K 0.01%
14,440
717
$134K 0.01%
459
718
$128K 0.01%
12,360
719
– –
-7,920
720
– –
-10,140
721
– –
-22,080
722
– –
-11,920
723
– –
-1,980
724
– –
-14,220
725
– –
-2,850
27 28
29
30 31