EIM
Emerson Investment Management Portfolio holdings
AUM
$528M
1-Year Est. Return
1.13%
1 Year Est. Return
-1.13%
AUM
$528M
AUM Growth
+$16M
(+3.1%)
Holding
141
Top Buys
| 1 | +$7.58M | |
| 2 | +$5.14M | |
| 3 | +$3.51M | |
| 4 |
Magna International
MGA
|
+$3.5M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$1.88M |
Top Sells
| 1 | +$4.99M | |
| 2 | +$3.38M | |
| 3 | +$3.07M | |
| 4 |
Broadridge
BR
|
+$2.91M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$2.4M |
Sector Composition
| 1 | Healthcare | 9.5% |
| 2 | Consumer Staples | 9.39% |
| 3 | Technology | 8.72% |
| 4 | Financials | 7.86% |
| 5 | Industrials | 7.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
WEC Energy
WEC
$37.3B
| $217K | 0.04% |
+3,610
|
|
||
127
Vanguard Large-Cap ETF
VV
$46.9B
| $216K | 0.04% |
2,300
|
|
||
128
Illinois Tool Works
ITW
$71.6B
| $215K | 0.04% |
+2,100
|
|
||
|
DD
129
DELISTED
Du Pont De Nemours E I
DD
| $214K | 0.04% |
3,382
|
|
||
130
Berkshire Hathaway Class A
BRK.A
$1.06T
| $213K | 0.04% |
+1
|
|
||
|
VIVS
131
VivoSim Labs
VIVS
$6.06M
| $46K | 0.01% |
89
|
|
||
132
DarioHealth
DRIO
$92.1M
| $3K | ﹤0.01% |
+30
|
|
||
133
American Express
AXP
$246B
| – | – |
-4,835
|
|
||
134
Deere & Co
DE
$128B
| – | – |
-2,675
|
|
||
135
Healthpeak Properties
DOC
$13B
| – | – |
-6,423
|
|
||
136
iShares Floating Rate Bond ETF
FLOT
$9B
| – | – |
-5,352
|
|
||
137
Eli Lilly
LLY
$740B
| – | – |
-2,628
|
|
||
138
M&T Bank
MTB
$28.9B
| – | – |
-3,851
|
|
||
139
Energy Select Sector SPDR Fund
XLE
$26.5B
| – | – |
-56,095
|
|
||
|
CB
140
DELISTED
CHUBB CORPORATION
CB
| – | – |
-6,733
|
|