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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
$1.59B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$2.46M
3
+$2.23M
4
BKR icon
Baker Hughes
BKR
+$1.62M
5
DVN icon
Devon Energy
DVN
+$1.22M

Top Sells

1
+$3.38M
2
+$2.07M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.93M
5
PLD icon
Prologis
PLD
+$1.66M

Sector Composition

1 Technology 25.56%
2 Financials 11.3%
3 Healthcare 10.73%
4 Consumer Discretionary 8.56%
5 Communication Services 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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754
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757
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758
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760
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764
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765
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766
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775
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