ECM

Everence Capital Management Portfolio holdings

AUM $1.69B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
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 +$1.61M
2 +$1.3M
3 +$1.21M
4
LNC icon
Lincoln National
LNC
+$1.06M
5
GIS icon
General Mills
GIS
+$1.03M

Top Sells

1 +$2.28M
2 +$1.83M
3 +$1.3M
4
ATVI
Activision Blizzard
ATVI
+$1.19M
5
ECL icon
Ecolab
ECL
+$1.11M

Sector Composition

1 Technology 20.14%
2 Financials 11.49%
3 Healthcare 10.94%
4 Consumer Discretionary 9.31%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-4,260