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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
$1.55B
AUM Growth
+$83.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.6M
3
+$1.18M
4
COF icon
Capital One
COF
+$1.1M
5
TTD icon
Trade Desk
TTD
+$1.07M

Top Sells

1
+$2.41M
2
+$2.05M
3
+$1.92M
4
AAPL icon
Apple
AAPL
+$1.75M
5
KMI icon
Kinder Morgan
KMI
+$1.69M

Sector Composition

1 Technology 26.82%
2 Financials 12.07%
3 Consumer Discretionary 8.87%
4 Healthcare 8.59%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$102K 0.01%
18,920
777
$90K 0.01%
4,251
778
$41K ﹤0.01%
+102,720
779
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-4,920
780
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781
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782
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784
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786
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787
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788
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789
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790
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793
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