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
$1.12B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.34M
3
+$3.53M
4
AMZN icon
Amazon
AMZN
+$3.14M
5
LLY icon
Eli Lilly
LLY
+$1.22M

Top Sells

1
+$5.01M
2
+$1.87M
3
+$1.86M
4
SNPS icon
Synopsys
SNPS
+$1.83M
5
ADBE icon
Adobe
ADBE
+$1.55M

Sector Composition

1 Technology 23.1%
2 Healthcare 12.13%
3 Financials 10.23%
4 Consumer Discretionary 8.78%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.56M 0.14%
7,770
+2,880
127
$1.55M 0.14%
10,990
+2,250
128
$1.54M 0.14%
18,180
129
$1.52M 0.14%
46,350
130
$1.51M 0.13%
865
-190
131
$1.51M 0.13%
10,580
+2,480
132
$1.5M 0.13%
11,450
133
$1.49M 0.13%
6,083
134
$1.49M 0.13%
25,180
135
$1.46M 0.13%
9,820
+1,820
136
$1.46M 0.13%
34,650
137
$1.46M 0.13%
23,550
138
$1.44M 0.13%
19,270
+8,270
139
$1.42M 0.13%
6,351
140
$1.42M 0.13%
659
141
$1.4M 0.13%
4,490
142
$1.38M 0.12%
10,919
143
$1.34M 0.12%
12,890
+2,950
144
$1.31M 0.12%
11,780
+2,620
145
$1.3M 0.12%
4,062
-1,000
146
$1.26M 0.11%
18,740
147
$1.26M 0.11%
10,582
+2,130
148
$1.25M 0.11%
17,370
149
$1.25M 0.11%
7,439
150
$1.25M 0.11%
34,690
+6,640
4 5
6
7 8