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
351
$85.2K 0.03%
+85,247
352
$83.7K 0.03%
22,934
+5,126
353
$83.5K 0.03%
19,693
+945
354
$82.6K 0.03%
+19,277
355
$82.5K 0.03%
+28,115
356
$81.7K 0.03%
+23,320
357
$80.1K 0.03%
+52,212
358
$79.6K 0.03%
+62,251
359
$78.6K 0.03%
+53,411
360
$76.8K 0.03%
+43,282
361
$74.9K 0.02%
24,065
362
$74.4K 0.02%
+50,485
363
$74.1K 0.02%
+74,077
364
$71.9K 0.02%
+71,934
365
$71.5K 0.02%
53,742
+30,410
366
$69.7K 0.02%
+65,878
367
$66.7K 0.02%
+11,142
368
$57.4K 0.02%
47,466
369
$55.5K 0.02%
+51,062
370
$55.5K 0.02%
33,880
-3
371
$53.6K 0.02%
+53,636
372
$53.1K 0.02%
+46,313
373
$52.8K 0.02%
+32,103
374
$51.4K 0.02%
+41,994
375
$51.4K 0.02%
+34,880
13 14
15
16 17