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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
$1.47B
AUM Growth
-$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.82M
3
+$1.79M
4
COP icon
ConocoPhillips
COP
+$1.48M
5
KO icon
Coca-Cola
KO
+$1.33M

Top Sells

1
+$5.72M
2
+$4.29M
3
+$4.21M
4
TSLA icon
Tesla
TSLA
+$1.69M
5
TTD icon
Trade Desk
TTD
+$1.33M

Sector Composition

1 Technology 24.3%
2 Financials 12.28%
3 Healthcare 10.01%
4 Consumer Discretionary 8.96%
5 Communication Services 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-16,190
852
– –
-950
853
– –
-5,650
854
– –
-2,370
855
– –
-10,000
856
– –
-1,670
857
– –
-940
31 32 33 34
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