ECM
Everence Capital Management Portfolio holdings
AUM
$1.55B
1-Year Return
22.02%
This Quarter Return
+10.14%
1 Year Return
+22.02%
3 Year Return
+82.69%
5 Year Return
+144.46%
10 Year Return
+389.74%
AUM
$1.35B
AUM Growth
+$128M
(+11%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
30.96%
Holding
808
New
77
Increased
140
Reduced
70
Closed
49
Top Buys
| 1 |
LyondellBasell Industries
LYB
|
$1.96M |
| 2 |
Colgate-Palmolive
CL
|
$1.85M |
| 3 |
Tesla
TSLA
|
$1.8M |
| 4 |
Match Group
MTCH
|
$1.66M |
| 5 |
Johnson & Johnson
JNJ
|
$1.58M |
Top Sells
| 1 |
CBRE Group
CBRE
|
$5.9M |
| 2 |
JPMorgan Chase
JPM
|
$3.92M |
| 3 |
Johnson Controls International
JCI
|
$3.57M |
| 4 |
Estee Lauder
EL
|
$2.61M |
| 5 |
AbbVie
ABBV
|
$2M |
Sector Composition
| 1 | Technology | 22.63% |
| 2 | Healthcare | 10.85% |
| 3 | Financials | 10.44% |
| 4 | Consumer Discretionary | 9.74% |
| 5 | Communication Services | 7.36% |
