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 22.07%
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
126
$1.63K 0.13%
12,169
127
$1.62K 0.13%
11,530
128
$1.61K 0.13%
6,300
129
$1.6K 0.13%
53,621
130
$1.6K 0.13%
9,911
131
$1.57K 0.13%
6,880
+1,500
132
$1.57K 0.13%
29,200
+3,100
133
$1.55K 0.13%
11,450
134
$1.54K 0.13%
3,323
-1,900
135
$1.54K 0.13%
27,150
136
$1.52K 0.12%
7,190
137
$1.5K 0.12%
9,400
138
$1.5K 0.12%
10,370
139
$1.48K 0.12%
16,270
140
$1.47K 0.12%
960
141
$1.46K 0.12%
25,180
142
$1.44K 0.12%
34,410
143
$1.42K 0.12%
11,131
144
$1.41K 0.12%
10,175
145
$1.41K 0.12%
17,960
146
$1.4K 0.11%
26,330
147
$1.39K 0.11%
5,470
+1,510
148
$1.38K 0.11%
23,733
149
$1.37K 0.11%
37,320
150
$1.37K 0.11%
39,520
4 5
6
7 8