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
301
$207K 0.07%
+1,854
302
$206K 0.07%
1,937
-268
303
$206K 0.07%
+4,097
304
$205K 0.07%
103
-282
305
$205K 0.07%
1,625
-403
306
$204K 0.07%
+234
307
$202K 0.07%
+710
308
$201K 0.07%
+82,456
309
$194K 0.06%
36,885
+32,860
310
$193K 0.06%
27,270
+26,416
311
$193K 0.06%
+12,618
312
$186K 0.06%
+22,810
313
$185K 0.06%
+175,756
314
$182K 0.06%
+220,240
315
$173K 0.06%
14,856
316
$166K 0.06%
14,571
+9,896
317
$166K 0.06%
90,345
-2,816
318
$158K 0.05%
+66,863
319
$157K 0.05%
38,415
+732
320
$142K 0.05%
+29,674
321
$136K 0.05%
+46,876
322
$136K 0.05%
+136,016
323
$133K 0.04%
+30,790
324
$133K 0.04%
+51,348
325
$132K 0.04%
+34,009
11 12
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