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
376
$50.7K 0.02%
24,821
+9,658
377
$49.8K 0.02%
+14,469
378
$49.5K 0.02%
+11,526
379
$48K 0.02%
+39,786
380
$47.7K 0.02%
+13,616
381
$47.4K 0.02%
14,100
+943
382
$46.7K 0.02%
+34,006
383
$45.9K 0.02%
+16,204
384
$45.2K 0.02%
+45,217
385
$45.2K 0.02%
+45,170
386
$44.6K 0.01%
+23,847
387
$43.5K 0.01%
+43,520
388
$42.9K 0.01%
+58,542
389
$42.9K 0.01%
+42,863
390
$42.5K 0.01%
+42,485
391
$42.1K 0.01%
+42,118
392
$40.6K 0.01%
11,435
393
$39.2K 0.01%
36,360
+825
394
$39.1K 0.01%
+39,066
395
$38.5K 0.01%
+38,528
396
$38.5K 0.01%
+38,457
397
$38.3K 0.01%
+31,382
398
$35.2K 0.01%
10,260
+173
399
$34.6K 0.01%
12,036
+93
400
$34.3K 0.01%
+22,105
14 15
16
17 18