EAM
Empirical Asset Management Portfolio holdings
AUM
$323M
1-Year Return
16.08%
This Quarter Return
-1.19%
1 Year Return
+16.08%
3 Year Return
+51.83%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$1.74M
(+1.5%)
Cap. Flow
+$3.12M
Cap. Flow
% of AUM
2.72%
Top 10 Holdings %
Top 10 Hldgs %
23.68%
Holding
193
New
37
Increased
71
Reduced
47
Closed
27
Top Buys
| 1 |
Monster Beverage
MNST
|
$700K |
| 2 |
J.M. Smucker
SJM
|
$638K |
| 3 |
Newmont
NEM
|
$627K |
| 4 |
Visa
V
|
$621K |
| 5 |
Aflac
AFL
|
$618K |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$753K |
| 2 |
W.R. Berkley
WRB
|
$719K |
| 3 |
Akamai
AKAM
|
$713K |
| 4 |
Cboe Global Markets
CBOE
|
$699K |
| 5 |
Xylem
XYL
|
$691K |
Sector Composition
| 1 | Technology | 8.94% |
| 2 | Financials | 5.35% |
| 3 | Healthcare | 5.25% |
| 4 | Energy | 5.11% |
| 5 | Consumer Discretionary | 4.6% |
