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 22.09%
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
1
$65.8K 5.38%
399,198
+7,800
2
$60.6K 4.95%
210,098
-2,580
3
$22.2K 1.82%
214,930
+7,990
4
$17.4K 1.43%
627,660
-5,200
5
$16.3K 1.33%
156,720
-1,350
6
$13.9K 1.14%
66,920
+30
7
$12.9K 1.06%
124,120
+11,360
8
$12.2K 0.99%
122,597
+6,170
9
$12.1K 0.99%
56,990
10
$11.6K 0.95%
63,679
-6,310
11
$11.2K 0.91%
72,059
+1,880
12
$11K 0.9%
23,240
-860
13
$10.8K 0.88%
47,873
14
$10.5K 0.86%
29,484
+4,610
15
$9.94K 0.81%
34,769
-1,660
16
$9.83K 0.8%
75,425
17
$8.79K 0.72%
59,136
18
$8.64K 0.71%
23,776
19
$8.29K 0.68%
77,971
20
$8.25K 0.67%
40,380
-6,540
21
$7.98K 0.65%
27,038
22
$7.73K 0.63%
13,419
-630
23
$7.43K 0.61%
21,650
-150
24
$7.04K 0.58%
44,181
25
$6.24K 0.51%
97,190
+5,400
1
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