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
401
$34.3K 0.01%
+11,920
402
$33.6K 0.01%
+33,600
403
$32.7K 0.01%
+32,327
404
$32.7K 0.01%
+32,687
405
$32.2K 0.01%
+19,976
406
$31.7K 0.01%
+31,721
407
$30.6K 0.01%
+30,581
408
$29.3K 0.01%
+19,886
409
$27.2K 0.01%
+27,199
410
$27.2K 0.01%
+14,766
411
$26.9K 0.01%
+26,921
412
$26.7K 0.01%
+26,707
413
$26.4K 0.01%
+12,624
414
$25.3K 0.01%
13,300
-20,400
415
$23.9K 0.01%
+23,902
416
$23.6K 0.01%
10,000
417
$23.5K 0.01%
+23,481
418
$23.3K 0.01%
23,329
+22,396
419
$22.5K 0.01%
22,502
420
$20.7K 0.01%
+20,691
421
$20.2K 0.01%
+20,194
422
$20K 0.01%
+17,972
423
$20K 0.01%
+19,980
424
$19.8K 0.01%
19,823
425
$18.6K 0.01%
+10,191
15 16
17
18 19