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 22.09%
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
51
$3.73K 0.3%
12,698
-1,110
52
$3.73K 0.3%
10,804
53
$3.71K 0.3%
8,993
-3,440
54
$3.67K 0.3%
112,288
+10,210
55
$3.64K 0.3%
38,071
56
$3.61K 0.3%
29,440
57
$3.58K 0.29%
17,919
58
$3.5K 0.29%
27,400
59
$3.49K 0.29%
7,033
60
$3.49K 0.29%
120,940
61
$3.47K 0.28%
26,492
+2,150
62
$3.34K 0.27%
4,627
63
$3.33K 0.27%
8,637
+1,130
64
$3.31K 0.27%
33,786
+240
65
$3.31K 0.27%
4,945
66
$3.25K 0.27%
22,710
67
$3.25K 0.27%
39,130
-320
68
$3.19K 0.26%
14,340
-310
69
$3.19K 0.26%
8,964
70
$3.11K 0.25%
35,391
71
$3.06K 0.25%
29,371
72
$3.02K 0.25%
3,671
73
$3K 0.25%
9,160
74
$2.99K 0.24%
10,397
75
$2.97K 0.24%
63,306
+6,620
1 2
3
4 5