EIM
Emerson Investment Management Portfolio holdings
AUM
$528M
1-Year Est. Return
1.16%
This Fund
S&P 500
1 Year Est. Return
-1.16%
AUM
$528M
AUM Growth
+$16M
(+3.1%)
Holding
141
Top Buys
| 1 | +$7.11M | |
| 2 | +$5.13M | |
| 3 | +$3.19M | |
| 4 |
Magna International
MGA
|
+$3.03M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$1.83M |
Top Sells
| 1 | +$5.03M | |
| 2 | +$3.38M | |
| 3 | +$2.98M | |
| 4 |
Broadridge
BR
|
+$2.67M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$2.28M |
Sector Composition
| 1 | Healthcare | 9.52% |
| 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
$38.2B
| $217K | 0.04% |
+3,610
|
|
||
127
Vanguard Large-Cap ETF
VV
$46.5B
| $216K | 0.04% |
2,300
|
|
||
128
Illinois Tool Works
ITW
$77.2B
| $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
|
|
||
|
CYTR
131
DELISTED
CytRx Corp
CYTR
| $70K | 0.01% |
4,333
|
|
||
|
VIVS
132
VivoSim Labs
VIVS
$4.69M
| $46K | 0.01% |
89
|
|
||
133
DarioHealth
DRIO
$59.1M
| $3K | ﹤0.01% |
+30
|
|
||
134
American Express
AXP
$206B
| – | – |
-4,835
|
|
||
135
Deere & Co
DE
$155B
| – | – |
-2,675
|
|
||
136
Healthpeak Properties
DOC
$12.3B
| – | – |
-6,423
|
|
||
137
iShares Floating Rate Bond ETF
FLOT
$9.18B
| – | – |
-5,352
|
|
||
138
Eli Lilly
LLY
$831B
| – | – |
-2,628
|
|
||
139
M&T Bank
MTB
$29.8B
| – | – |
-3,851
|
|
||
140
State Street Energy Select Sector SPDR ETF
XLE
$40.8B
| – | – |
-112,190
|
|
||
|
CB
141
DELISTED
CHUBB CORPORATION
CB
| – | – |
-6,733
|
|