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
176
$1.18K 0.1%
2,360
+660
177
$1.17K 0.1%
16,627
178
$1.16K 0.09%
22,987
179
$1.16K 0.09%
13,980
180
$1.15K 0.09%
39,320
-12,030
181
$1.15K 0.09%
21,130
182
$1.14K 0.09%
51,860
183
$1.14K 0.09%
15,207
184
$1.14K 0.09%
32,550
-7,890
185
$1.14K 0.09%
34,870
+10,060
186
$1.13K 0.09%
5,698
187
$1.13K 0.09%
12,984
+3,430
188
$1.12K 0.09%
27,150
189
$1.12K 0.09%
60,140
190
$1.11K 0.09%
9,570
191
$1.11K 0.09%
22,640
192
$1.1K 0.09%
5,243
-1,580
193
$1.1K 0.09%
3,950
194
$1.09K 0.09%
12,390
+2,540
195
$1.07K 0.09%
14,240
-6,810
196
$1.07K 0.09%
7,530
197
$1.07K 0.09%
16,545
198
$1.06K 0.09%
12,047
199
$1.05K 0.09%
30,850
200
$1.05K 0.09%
16,030
6 7
8
9 10