EAM

Empirical Asset Management Portfolio holdings

AUM $360M
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$6.35M
3 +$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.98M
5
AMZN icon
Amazon
AMZN
+$3.37M

Top Sells

1 +$1.02M
2 +$815K
3 +$745K
4
OC icon
Owens Corning
OC
+$606K
5
ANET icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$262K 0.09%
1,420
-199
252
$257K 0.09%
2,764
+441
253
$257K 0.09%
+3,470
254
$256K 0.08%
+1,930
255
$253K 0.08%
+253,105
256
$251K 0.08%
6,508
257
$248K 0.08%
+72,478
258
$248K 0.08%
45,301
+29,182
259
$246K 0.08%
+2,572
260
$245K 0.08%
3,079
261
$245K 0.08%
106,827
+80,606
262
$244K 0.08%
5,620
+95
263
$244K 0.08%
+1,177
264
$242K 0.08%
+2,655
265
$242K 0.08%
4,844
+4,204
266
$242K 0.08%
10,640
+77
267
$241K 0.08%
+241,037
268
$240K 0.08%
+51,614
269
$240K 0.08%
+7,338
270
$240K 0.08%
+2,275
271
$239K 0.08%
+5,004
272
$239K 0.08%
7,940
-1,460
273
$238K 0.08%
2,042
274
$235K 0.08%
+4,418
275
$235K 0.08%
+6,755