ECM
Everence Capital Management Portfolio holdings
AUM
$1.67B
1-Year Est. Return
24.57%
1 Year Est. Return
+24.57%
AUM
$1.55B
AUM Growth
+$83.4M
(+5.7%)
Holding
865
Top Buys
| 1 | +$3.12M | |
| 2 | +$1.58M | |
| 3 | +$1.37M | |
| 4 |
Capital One
COF
|
+$1.25M |
| 5 |
Trade Desk
TTD
|
+$1.2M |
Top Sells
| 1 | +$2.39M | |
| 2 | +$2.39M | |
| 3 | +$2M | |
| 4 |
Salesforce
CRM
|
+$1.96M |
| 5 |
Kinder Morgan
KMI
|
+$1.82M |
Sector Composition
| 1 | Technology | 26.87% |
| 2 | Financials | 12.04% |
| 3 | Consumer Discretionary | 8.86% |
| 4 | Healthcare | 8.59% |
| 5 | Communication Services | 8.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
X
851
DELISTED
US Steel
X
| – | – |
-6,520
|
|
||
852
Zimmer Biomet
ZBH
$17.3B
| – | – |
-4,340
|
|
||
|
GTM
853
ZoomInfo Technologies
GTM
$2.82B
| – | – |
-15,530
|
|
||
854
Dayforce
DAY
$11.1B
| – | – |
-4,880
|
|
||
855
Corpay
CPAY
$22.4B
| – | – |
-1,010
|
|