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
201
$1.11M 0.08%
6,130
202
$1.09M 0.08%
19,230
+2,283
203
$1.09M 0.08%
2,100
-220
204
$1.08M 0.08%
33,710
+25,030
205
$1.08M 0.08%
30,850
206
$1.08M 0.08%
9,090
+2,320
207
$1.07M 0.08%
13,680
208
$1.07M 0.08%
2,758
+1,090
209
$1.07M 0.08%
29,760
210
$1.06M 0.08%
24,510
211
$1.06M 0.08%
5,980
212
$1.05M 0.08%
19,510
-1,210
213
$1.05M 0.08%
11,280
214
$1.03M 0.08%
4,010
-2,680
215
$1.03M 0.08%
6,210
-2,340
216
$1.02M 0.08%
4,500
+1,780
217
$1.01M 0.08%
12,548
218
$995K 0.07%
3,720
219
$986K 0.07%
3,610
220
$984K 0.07%
+17,118
221
$981K 0.07%
7,660
+4,680
222
$977K 0.07%
9,324
223
$959K 0.07%
4,940
+1,280
224
$956K 0.07%
5,070
225
$956K 0.07%
14,114
7 8
9
10 11