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
$293M
AUM Growth
-$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$797K
3
+$710K
4
SYF icon
Synchrony
SYF
+$672K
5
RJF icon
Raymond James Financial
RJF
+$631K

Top Sells

1
+$164M
2
+$157M
3
+$118M
4
META icon
Meta Platforms (Facebook)
META
+$113M
5
LLY icon
Eli Lilly
LLY
+$106M

Sector Composition

1 Technology 17.16%
2 Financials 7.23%
3 Consumer Discretionary 6.41%
4 Communication Services 3.88%
5 Healthcare 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
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