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
101
$2.26K 0.18%
29,846
-4,660
102
$2.23K 0.18%
19,746
103
$2.23K 0.18%
10,624
104
$2.21K 0.18%
899
105
$2.17K 0.18%
14,820
+4,450
106
$2.15K 0.18%
28,270
107
$2.15K 0.18%
25,430
108
$2.14K 0.18%
11,190
109
$2.06K 0.17%
41,210
110
$2.06K 0.17%
8,310
111
$1.9K 0.16%
11,430
+20
112
$1.9K 0.16%
14,490
113
$1.89K 0.15%
7,392
-1,150
114
$1.84K 0.15%
17,620
+2,960
115
$1.81K 0.15%
8,006
116
$1.79K 0.15%
10,710
117
$1.78K 0.15%
29,590
118
$1.75K 0.14%
2,380
119
$1.75K 0.14%
5,540
120
$1.73K 0.14%
38,024
121
$1.72K 0.14%
8,860
122
$1.7K 0.14%
49,760
123
$1.69K 0.14%
12,690
124
$1.64K 0.13%
2,937
125
$1.63K 0.13%
9,860
3 4
5
6 7