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
$549M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M
2 +$8.24M
3 +$7.09M
4
EAT icon
Brinker International
EAT
+$6.12M
5
IAU icon
iShares Gold Trust
IAU
+$3.27M

Top Sells

1 +$12.5M
2 +$6.7M
3 +$6.27M
4
AFL icon
Aflac
AFL
+$5.62M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.65M

Sector Composition

1 Healthcare 9.8%
2 Industrials 8.48%
3 Technology 8.37%
4 Financials 8.03%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,432
152
-13,421