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
201
$1.05K 0.09%
9,332
202
$1.04K 0.09%
46,472
+11,430
203
$1.04K 0.09%
22,720
204
$1.03K 0.08%
3,088
205
$1.02K 0.08%
19,000
+5,300
206
$1.02K 0.08%
2,840
207
$1.01K 0.08%
20,514
208
$1.01K 0.08%
68,370
-18,210
209
$1.01K 0.08%
26,030
210
$1K 0.08%
5,900
211
$992 0.08%
5,900
-3,650
212
$988 0.08%
3,270
213
$971 0.08%
13,540
214
$969 0.08%
5,050
215
$966 0.08%
21,820
216
$965 0.08%
10,229
217
$959 0.08%
16,470
218
$950 0.08%
11,480
219
$949 0.08%
26,550
+5,780
220
$948 0.08%
8,469
221
$942 0.08%
18,385
222
$926 0.08%
9,924
223
$914 0.07%
4,200
224
$914 0.07%
9,942
225
$904 0.07%
8,590
7 8
9
10 11