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
$274M
AUM Growth
+$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$709K
2
+$292K
3
+$275K
4
BHI
Baker Hughes
BHI
+$261K
5
SPLS
Staples Inc
SPLS
+$219K

Top Sells

1
+$524K
2
+$518K
3
+$488K
4
GILD icon
Gilead Sciences
GILD
+$359K
5
SEE icon
Sealed Air
SEE
+$319K

Sector Composition

1 Technology 17.33%
2 Financials 15.99%
3 Healthcare 14.7%
4 Communication Services 9.97%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.56%
13,870
52
$1.5M 0.55%
14,875
53
$1.5M 0.55%
12,200
54
$1.32M 0.48%
7,773
55
$1.29M 0.47%
30,583
56
$1.29M 0.47%
30,847
57
$1.28M 0.47%
1,030
58
$1.28M 0.47%
14,679
59
$1.28M 0.47%
3,860
60
$1.27M 0.47%
15,156
61
$1.23M 0.45%
12,327
62
$1.23M 0.45%
21,857
63
$1.22M 0.45%
70,233
64
$1.22M 0.45%
31,384
65
$1.21M 0.44%
18,836
66
$1.19M 0.43%
50,858
67
$1.17M 0.43%
6,557
68
$1.14M 0.41%
13,992
69
$1.11M 0.41%
21,231
70
$1.11M 0.4%
24,911
71
$1.1M 0.4%
63,640
72
$1.09M 0.4%
36,835
+5,050
73
$1.08M 0.4%
12,297
74
$1.08M 0.39%
9,411
75
$1.06M 0.39%
9,278
1 2
3
4 5