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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
$1.08B
AUM Growth
-$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$1.44M
3
+$1.19M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.11M
5
CB icon
Chubb
CB
+$862K

Top Sells

1
+$2.88M
2
+$2.19M
3
+$2.08M
4
ACN icon
Accenture
ACN
+$1.59M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.56M

Sector Composition

1 Technology 22.47%
2 Healthcare 12.05%
3 Financials 10.61%
4 Consumer Discretionary 9.45%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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727
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728
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729
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730
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732
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733
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735
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736
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737
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739
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740
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741
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744
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745
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749
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750
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