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
$507M
AUM Growth
-$2.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$3.73M
3
+$2.71M
4
GWW icon
W.W. Grainger
GWW
+$2.71M
5
ABT icon
Abbott
ABT
+$1.72M

Top Sells

1
+$8.89M
2
+$2.95M
3
+$2.88M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$2.65M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.59M

Sector Composition

1 Financials 8.67%
2 Healthcare 8.54%
3 Technology 8.08%
4 Industrials 7.69%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33K 0.01%
+630
177
$32K 0.01%
+604
178
$32K 0.01%
+408
179
$31K 0.01%
+700
180
$30K 0.01%
+621
181
$28K 0.01%
+700
182
$26K 0.01%
+229
183
$26K 0.01%
+275
184
$24K ﹤0.01%
+515
185
$17K ﹤0.01%
+200
186
$15K ﹤0.01%
+336
187
$12K ﹤0.01%
+124
188
$9K ﹤0.01%
+110
189
$9K ﹤0.01%
+87
190
$8K ﹤0.01%
+175
191
$8K ﹤0.01%
+79
192
$7K ﹤0.01%
+100
193
$7K ﹤0.01%
+60
194
$7K ﹤0.01%
+80
195
$6K ﹤0.01%
+75
196
$6K ﹤0.01%
+56
197
$3K ﹤0.01%
+125
198
$3K ﹤0.01%
+35
199
$2K ﹤0.01%
+40
200
$1K ﹤0.01%
+30
5 6 7
8
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