EIM

Emerson Investment Management Portfolio holdings

AUM $528M
1-Year Est. Return 1.14%
This Quarter Est. Return
1 Year Est. Return
-1.14%
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
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.59M

Sector Composition

1 Financials 8.67%
2 Healthcare 8.56%
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%
+1,000
177
$33K 0.01%
+630
178
$32K 0.01%
+604
179
$32K 0.01%
+408
180
$31K 0.01%
+700
181
$30K 0.01%
+621
182
$28K 0.01%
+700
183
$26K 0.01%
+229
184
$26K 0.01%
+275
185
$24K ﹤0.01%
+515
186
$17K ﹤0.01%
+200
187
$15K ﹤0.01%
+336
188
$12K ﹤0.01%
+124
189
$9K ﹤0.01%
+110
190
$9K ﹤0.01%
+87
191
$8K ﹤0.01%
+175
192
$8K ﹤0.01%
+79
193
$7K ﹤0.01%
+100
194
$7K ﹤0.01%
+60
195
$7K ﹤0.01%
+80
196
$6K ﹤0.01%
+56
197
$6K ﹤0.01%
+75
198
$3K ﹤0.01%
+125
199
$3K ﹤0.01%
+35
200
$2K ﹤0.01%
+40
5 6 7
8
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