EIM

Emerson Investment Management Portfolio holdings

AUM $528M
1-Year Est. Return 1.13%
This Quarter Est. Return
1 Year Est. Return
-1.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$509M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$3.42M
3
+$3.1M
4
ES icon
Eversource Energy
ES
+$3.07M
5
ABB
ABB Ltd
ABB
+$2.36M

Top Sells

1
+$5.84M
2
+$2.39M
3
+$2.16M
4
AVGO icon
Broadcom
AVGO
+$2.06M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$1.6M

Sector Composition

1 Financials 8.63%
2 Healthcare 8.11%
3 Technology 7.56%
4 Industrials 7.48%
5 Energy 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.71%
61,259
-2,854
52
$3.6M 0.71%
44,764
+3,524
53
$3.52M 0.69%
84,385
+880
54
$3.5M 0.69%
94,080
+570
55
$3.29M 0.65%
114,515
+1,725
56
$3.18M 0.63%
86,725
+1,225
57
$3.1M 0.61%
+43,736
58
$3.07M 0.6%
28,065
+30
59
$3.07M 0.6%
+64,859
60
$2.95M 0.58%
15,846
-2,225
61
$2.88M 0.57%
107,713
-2,184
62
$2.86M 0.56%
75,977
-1,344
63
$2.83M 0.56%
35,225
+425
64
$2.75M 0.54%
391,310
+128,225
65
$2.72M 0.53%
15,705
+119
66
$2.69M 0.53%
46,467
+633
67
$2.66M 0.52%
34,085
+6,760
68
$2.65M 0.52%
38,812
-510
69
$2.62M 0.52%
84,715
+2,625
70
$2.6M 0.51%
123,552
+25,542
71
$2.55M 0.5%
58,995
+128
72
$2.53M 0.5%
350,900
-285,150
73
$2.41M 0.47%
146,047
+1,062
74
$2.36M 0.46%
+102,365
75
$2.32M 0.46%
67,879
-877
1 2
3
4 5