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
$1.35B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.85M
3
+$1.8M
4
MTCH icon
Match Group
MTCH
+$1.66M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.58M

Top Sells

1
+$5.9M
2
+$3.92M
3
+$3.57M
4
EL icon
Estee Lauder
EL
+$2.61M
5
ABBV icon
AbbVie
ABBV
+$2M

Sector Composition

1 Technology 22.63%
2 Healthcare 10.85%
3 Financials 10.44%
4 Consumer Discretionary 9.74%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.56M 0.12%
13,480
+720
152
$1.55M 0.12%
7,439
-3,420
153
$1.49M 0.11%
5,900
154
$1.48M 0.11%
6,293
-1,030
155
$1.48M 0.11%
11,000
156
$1.48M 0.11%
10,634
+2,850
157
$1.48M 0.11%
17,182
158
$1.48M 0.11%
13,593
-54,330
159
$1.47M 0.11%
21,030
+14,220
160
$1.47M 0.11%
6,405
+3,370
161
$1.46M 0.11%
+8,450
162
$1.45M 0.11%
25,180
+8,290
163
$1.45M 0.11%
16,270
164
$1.44M 0.11%
9,940
-2,100
165
$1.43M 0.11%
9,160
+2,740
166
$1.43M 0.11%
15,354
+3,630
167
$1.43M 0.11%
2,327
+530
168
$1.42M 0.11%
6,960
169
$1.42M 0.11%
9,910
+6,160
170
$1.4M 0.1%
7,770
+4,700
171
$1.4M 0.1%
10,625
+2,660
172
$1.38M 0.1%
659
+190
173
$1.37M 0.1%
42,668
+10,080
174
$1.36M 0.1%
2,060
175
$1.32M 0.1%
3,375
5 6
7
8 9