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
176
$1.31M 0.1%
10,930
+4,730
177
$1.31M 0.1%
+6,350
178
$1.31M 0.1%
8,185
179
$1.31M 0.1%
22,987
-6,520
180
$1.3M 0.1%
8,159
+5,040
181
$1.28M 0.1%
10,919
182
$1.27M 0.09%
13,580
+6,720
183
$1.27M 0.09%
8,452
184
$1.26M 0.09%
+8,550
185
$1.26M 0.09%
12,417
186
$1.24M 0.09%
26,250
187
$1.23M 0.09%
22,720
+3,260
188
$1.23M 0.09%
28,220
+8,730
189
$1.2M 0.09%
28,050
+19,100
190
$1.17M 0.09%
30,340
191
$1.17M 0.09%
2,490
192
$1.16M 0.09%
8,740
-190
193
$1.16M 0.09%
11,210
+2,180
194
$1.16M 0.09%
16,120
-2,010
195
$1.14M 0.08%
50,980
+11,310
196
$1.12M 0.08%
1,711
197
$1.12M 0.08%
9,180
198
$1.12M 0.08%
4,144
199
$1.11M 0.08%
62,290
+6,840
200
$1.11M 0.08%
+1,660
6 7
8
9 10