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
151
$1.34M 0.11%
4,686
-2,370
152
$1.33M 0.11%
4,490
153
$1.32M 0.11%
960
154
$1.32M 0.11%
16,270
155
$1.32M 0.11%
7,274
+1,570
156
$1.31M 0.11%
5,900
157
$1.29M 0.11%
8,185
158
$1.28M 0.11%
2,060
159
$1.27M 0.1%
8,550
160
$1.26M 0.1%
14,051
161
$1.25M 0.1%
55,450
-11,640
162
$1.24M 0.1%
+37,761
163
$1.23M 0.1%
22,730
164
$1.23M 0.1%
10,691
-3,510
165
$1.21M 0.1%
20,750
166
$1.2M 0.1%
3,375
167
$1.19M 0.1%
19,770
168
$1.16M 0.1%
6,960
169
$1.16M 0.1%
4,849
170
$1.15M 0.09%
10,194
171
$1.14M 0.09%
1,711
172
$1.14M 0.09%
7,616
+2,920
173
$1.13M 0.09%
7,965
174
$1.13M 0.09%
8,452
+20
175
$1.12M 0.09%
30,850
5 6
7
8 9