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
151
$200K 0.04%
+1,964
152
$11K ﹤0.01%
23,700
153
-4,263