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
326
$130K 0.04%
+126,191
327
$126K 0.04%
65,763
+63,874
328
$125K 0.04%
25,996
+37
329
$118K 0.04%
45,896
-193
330
$118K 0.04%
+104,863
331
$117K 0.04%
+69,093
332
$116K 0.04%
+115,740
333
$114K 0.04%
14,685
+235
334
$110K 0.04%
20,382
335
$109K 0.04%
17,581
+2,368
336
$109K 0.04%
80,193
+68,933
337
$104K 0.03%
+88,799
338
$102K 0.03%
35,148
+11,346
339
$101K 0.03%
+98,656
340
$99.9K 0.03%
+86,981
341
$97.5K 0.03%
68,584
+52,963
342
$96.7K 0.03%
19,980
+1
343
$96.3K 0.03%
+13,759
344
$96.3K 0.03%
+144,423
345
$95K 0.03%
+62,522
346
$93.9K 0.03%
18,386
+14
347
$92.4K 0.03%
+68,626
348
$91K 0.03%
+22,452
349
$88.4K 0.03%
+11,769
350
$86.2K 0.03%
38,412
+26,077
12 13
14
15 16