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
$430M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$21.1M
2 +$16.7M
3 +$15M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.5M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$12.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.64%
2 Industrials 8.56%
3 Healthcare 8.39%
4 Consumer Staples 7.58%
5 Energy 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$243K 0.06%
+10,280
127
$239K 0.06%
+2,420
128
$237K 0.06%
+2,400
129
$230K 0.05%
+3,210
130
$212K 0.05%
+2,550
131
$203K 0.05%
+3,540