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
151
$1.37K 0.11%
10,340
152
$1.36K 0.11%
10,210
153
$1.36K 0.11%
4,455
+1,000
154
$1.35K 0.11%
4,420
155
$1.35K 0.11%
6,010
156
$1.34K 0.11%
17,400
157
$1.34K 0.11%
20,790
158
$1.34K 0.11%
88,447
+20,660
159
$1.33K 0.11%
3,030
160
$1.32K 0.11%
5,730
+1,460
161
$1.32K 0.11%
104,753
162
$1.27K 0.1%
20,130
163
$1.27K 0.1%
8,860
164
$1.26K 0.1%
34,867
165
$1.25K 0.1%
8,160
166
$1.25K 0.1%
29,760
167
$1.24K 0.1%
7,233
168
$1.24K 0.1%
12,880
+3,290
169
$1.24K 0.1%
23,590
-13,000
170
$1.22K 0.1%
6,960
171
$1.22K 0.1%
4,940
172
$1.21K 0.1%
10,919
173
$1.2K 0.1%
2,470
174
$1.19K 0.1%
21,660
175
$1.19K 0.1%
13,870
-8,500
5 6
7
8 9