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
276
$235K 0.08%
12,677
-3,195
277
$234K 0.08%
+2,622
278
$231K 0.08%
+1,409
279
$230K 0.08%
+3,105
280
$230K 0.08%
+2,768
281
$230K 0.08%
+4,525
282
$230K 0.08%
17,864
+14,824
283
$230K 0.08%
+27,855
284
$229K 0.08%
+7,628
285
$226K 0.07%
148,909
+491
286
$226K 0.07%
+3,609
287
$225K 0.07%
39,114
+30,697
288
$225K 0.07%
+1,607
289
$223K 0.07%
+1,049
290
$222K 0.07%
+1,056
291
$222K 0.07%
+115,668
292
$222K 0.07%
+4,093
293
$222K 0.07%
+42,048
294
$222K 0.07%
+2,716
295
$221K 0.07%
+63,530
296
$217K 0.07%
75,729
+55,505
297
$217K 0.07%
+6,536
298
$212K 0.07%
+1,990
299
$210K 0.07%
+2,594
300
$210K 0.07%
+24,932
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