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
$1.22B
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.26M
3
+$1.24M
4
LNC icon
Lincoln National
LNC
+$1.11M
5
GIS icon
General Mills
GIS
+$1.04M

Top Sells

1
+$2.31M
2
+$1.83M
3
+$1.3M
4
ATVI
Activision Blizzard
ATVI
+$1.1M
5
ECL icon
Ecolab
ECL
+$1.06M

Sector Composition

1 Technology 20.14%
2 Financials 11.49%
3 Healthcare 10.94%
4 Consumer Discretionary 9.31%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.75M 0.31%
53,446
+5,720
52
$3.67M 0.3%
18,109
53
$3.62M 0.3%
28,060
54
$3.55M 0.29%
14,717
55
$3.52M 0.29%
8,274
56
$3.5M 0.29%
16,919
57
$3.45M 0.28%
40,634
-27,250
58
$3.44M 0.28%
25,922
+3,054
59
$3.39M 0.28%
57,255
60
$3.33M 0.27%
15,678
+1,800
61
$3.25M 0.27%
5,223
62
$3.24M 0.27%
9,683
63
$3.22M 0.26%
17,705
64
$3.19M 0.26%
25,437
65
$3.13M 0.26%
15,991
-1,800
66
$3.13M 0.26%
8,267
67
$3.11M 0.26%
28,182
68
$3.09M 0.25%
25,760
69
$3.04M 0.25%
29,581
70
$2.93M 0.24%
22,756
-2,560
71
$2.91M 0.24%
29,931
72
$2.9M 0.24%
29,724
+20
73
$2.86M 0.24%
17,094
74
$2.73M 0.22%
7,320
75
$2.72M 0.22%
38,560
-10,750
1 2
3
4 5