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
$1.22B
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.26M
3
+$1.24M
4
LNC icon
Lincoln National
LNC
+$1.11M
5
GIS icon
General Mills
GIS
+$1.04M

Top Sells

1
+$2.31M
2
+$1.83M
3
+$1.3M
4
ATVI
Activision Blizzard
ATVI
+$1.1M
5
ECL icon
Ecolab
ECL
+$1.06M

Sector Composition

1 Technology 20.14%
2 Financials 11.49%
3 Healthcare 10.94%
4 Consumer Discretionary 9.31%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.67M 0.14%
28,047
-16,660
127
$1.65M 0.14%
38,100
128
$1.63M 0.13%
12,760
129
$1.62M 0.13%
6,690
130
$1.62M 0.13%
29,507
131
$1.61M 0.13%
7,340
+1,550
132
$1.58M 0.13%
31,330
133
$1.55M 0.13%
7,323
134
$1.55M 0.13%
22,490
+16,190
135
$1.52M 0.12%
51,101
-25,210
136
$1.51M 0.12%
2,501
137
$1.51M 0.12%
9,211
138
$1.5M 0.12%
11,000
139
$1.48M 0.12%
13,070
140
$1.42M 0.12%
8,410
141
$1.42M 0.12%
11,300
142
$1.41M 0.12%
17,370
143
$1.39M 0.11%
10,919
144
$1.39M 0.11%
4,142
145
$1.38M 0.11%
17,182
146
$1.38M 0.11%
97,563
147
$1.38M 0.11%
12,665
-2,860
148
$1.37M 0.11%
16,770
149
$1.36M 0.11%
5,688
150
$1.34M 0.11%
9,400
4 5
6
7 8