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
$113M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$794K
3
+$753K
4
TRV icon
Travelers Companies
TRV
+$751K
5
WRB icon
W.R. Berkley
WRB
+$719K

Top Sells

1
+$790K
2
+$749K
3
+$684K
4
AAPL icon
Apple
AAPL
+$682K
5
CDW icon
CDW
CDW
+$657K

Sector Composition

1 Technology 9.52%
2 Healthcare 6.46%
3 Financials 4.94%
4 Energy 3.91%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 1%
18,560
+893
27
$1.13M 1%
36,510
+1,350
28
$1.11M 0.98%
12,601
+545
29
$1.11M 0.98%
12,388
+543
30
$1.1M 0.98%
24,586
+988
31
$1.08M 0.95%
2,457
+6
32
$1.02M 0.9%
26,980
+1,490
33
$1M 0.89%
42,665
+2,060
34
$950K 0.84%
11,719
+58
35
$926K 0.82%
14,571
+634
36
$920K 0.81%
39,281
-1,267
37
$904K 0.8%
24,633
+1,012
38
$880K 0.78%
4,939
+16
39
$859K 0.76%
2,765
-1,928
40
$858K 0.76%
8,793
+460
41
$844K 0.75%
21,320
+1,083
42
$843K 0.75%
3,835
-1,360
43
$831K 0.74%
25,634
+1,282
44
$821K 0.73%
15,797
+758
45
$794K 0.7%
+5,933
46
$779K 0.69%
35,224
+1,846
47
$753K 0.67%
+5,451
48
$751K 0.66%
+4,323
49
$746K 0.66%
6,959
+22
50
$736K 0.65%
2,466
+545
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