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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
$1.54B
AUM Growth
-$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.7M
3
+$3.39M
4
DE icon
Deere & Co
DE
+$3.08M
5
PANW icon
Palo Alto Networks
PANW
+$3.05M

Top Sells

1
+$7.37M
2
+$5.64M
3
+$5.59M
4
PG icon
Procter & Gamble
PG
+$4.99M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.73M

Sector Composition

1 Technology 26.95%
2 Financials 11.51%
3 Consumer Discretionary 9.9%
4 Healthcare 9.22%
5 Communication Services 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$142K 0.01%
+17,450
802
$134K 0.01%
+11,410
803
$132K 0.01%
10,110
-1,900
804
$125K 0.01%
+14,340
805
$114K 0.01%
13,550
806
– –
-12,520
807
– –
-44,910
808
– –
-1,410
809
– –
-21,770
810
– –
-2,760
811
– –
-3,090
812
– –
-11,370
813
– –
-3,140
814
– –
-9,970
815
– –
-6,424
816
– –
-6,970
817
– –
-2,910
818
– –
-39,480
819
– –
-17,730
820
– –
-1,260
821
– –
-4,280
822
– –
-3,630
823
– –
-9,190
824
– –
-16,060
825
– –
-2,910
31 32
33
34 35