ECM

Everence Capital Management Portfolio holdings

AUM $1.67B
1-Year Est. Return 24.57%
This Quarter Est. Return
1 Year Est. Return
+24.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22M
AUM Growth
+$62.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$1.64K
2
+$1.29K
3
+$1.18K
4
AMZN icon
Amazon
AMZN
+$825
5
MCD icon
McDonald's
MCD
+$707

Top Sells

1
+$1.42K
2
+$1.34K
3
+$1.15K
4
ADC icon
Agree Realty
ADC
+$994
5
NOW icon
ServiceNow
NOW
+$883

Sector Composition

1 Technology 22.09%
2 Healthcare 11.62%
3 Financials 10.16%
4 Consumer Discretionary 8.78%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.96K 0.24%
16,100
77
$2.88K 0.24%
17,474
78
$2.85K 0.23%
7,380
79
$2.8K 0.23%
22,816
80
$2.8K 0.23%
32,720
81
$2.79K 0.23%
17,114
82
$2.76K 0.23%
45,857
83
$2.73K 0.22%
6,130
84
$2.72K 0.22%
13,322
85
$2.72K 0.22%
5,910
-1,600
86
$2.71K 0.22%
33,680
87
$2.71K 0.22%
26,022
88
$2.68K 0.22%
1,010
89
$2.62K 0.21%
8,324
-2,490
90
$2.6K 0.21%
12,921
-1,450
91
$2.51K 0.21%
8,800
92
$2.51K 0.21%
36,061
93
$2.46K 0.2%
25,514
94
$2.41K 0.2%
30,783
95
$2.4K 0.2%
34,382
96
$2.38K 0.19%
32,034
97
$2.34K 0.19%
3,400
98
$2.33K 0.19%
17,370
-2,260
99
$2.28K 0.19%
11,564
100
$2.26K 0.19%
13,590
2 3
4
5 6