EAM
Empirical Asset Management Portfolio holdings
AUM
$323M
1-Year Return
16.08%
This Quarter Return
+2%
1 Year Return
+16.08%
3 Year Return
+51.83%
5 Year Return
–
10 Year Return
–
AUM
$302M
AUM Growth
+$20.8M
(+7.4%)
Cap. Flow
+$88.9M
Cap. Flow
% of AUM
29.48%
Top 10 Holdings %
Top 10 Hldgs %
22.79%
Holding
467
New
159
Increased
177
Reduced
75
Closed
22
Top Buys
| 1 |
Apple
AAPL
|
+$10.5M |
| 2 |
NVIDIA
NVDA
|
+$6.35M |
| 3 |
Meta Platforms (Facebook)
META
|
+$4.41M |
| 4 |
Microsoft
MSFT
|
+$3.98M |
| 5 |
Amazon
AMZN
|
+$3.37M |
Top Sells
| 1 |
Synopsys
SNPS
|
+$1.02M |
| 2 |
First Solar
FSLR
|
+$815K |
| 3 |
Intuit
INTU
|
+$745K |
| 4 |
Owens Corning
OC
|
+$606K |
| 5 |
Arista Networks
ANET
|
+$594K |
Sector Composition
| 1 | Technology | 17.99% |
| 2 | Financials | 7.72% |
| 3 | Consumer Discretionary | 7.22% |
| 4 | Communication Services | 4.96% |
| 5 | Energy | 3.86% |
