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
$1.51M
AUM Growth
-$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$2K
2
+$1.43K
3
+$1.07K
4
CB icon
Chubb
CB
+$816
5
COST icon
Costco
COST
+$791

Top Sells

1
+$1.13M
2
+$1.04M
3
+$540K
4
ZBRA icon
Zebra Technologies
ZBRA
+$489K
5
AKAM icon
Akamai
AKAM
+$432K

Sector Composition

1 Technology 23.94%
2 Financials 11.28%
3 Healthcare 11.11%
4 Consumer Discretionary 9.22%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.22K 0.15%
29,933
127
$2.21K 0.15%
11,202
128
$2.21K 0.15%
9,613
129
$2.19K 0.14%
38,024
130
$2.19K 0.14%
13,561
131
$2.18K 0.14%
16,850
132
$2.17K 0.14%
31,030
133
$2.16K 0.14%
29,760
134
$2.1K 0.14%
46,330
135
$2.06K 0.14%
8,310
136
$2.06K 0.14%
35,482
137
$2.04K 0.13%
27,150
138
$2.03K 0.13%
9,860
-2,140
139
$2.02K 0.13%
45,077
140
$2K 0.13%
24,650
141
$1.98K 0.13%
14,860
-90
142
$1.92K 0.13%
12,880
143
$1.92K 0.13%
25,360
-4,100
144
$1.91K 0.13%
5,330
145
$1.89K 0.13%
28,270
146
$1.89K 0.13%
30,130
147
$1.85K 0.12%
25,816
148
$1.81K 0.12%
87,350
149
$1.8K 0.12%
22,987
150
$1.76K 0.12%
19,597
4 5
6
7 8