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
26
$2.2M 0.73%
100,886
+386
27
$2.19M 0.73%
83,283
+795
28
$2.04M 0.68%
43,882
+14,572
29
$2M 0.66%
52,064
+1,546
30
$1.96M 0.65%
37,809
+11,099
31
$1.88M 0.62%
8,498
+402
32
$1.87M 0.62%
5,295
+1
33
$1.82M 0.6%
13,731
-927
34
$1.79M 0.59%
26,172
+6,151
35
$1.77M 0.59%
50,543
+3,817
36
$1.7M 0.56%
126,940
+100,164
37
$1.69M 0.56%
135,470
+113,228
38
$1.69M 0.56%
28,010
-9,862
39
$1.64M 0.54%
14,172
-1,414
40
$1.64M 0.54%
451,935
+434,263
41
$1.6M 0.53%
16,000
-100
42
$1.57M 0.52%
+19,729
43
$1.56M 0.52%
28,793
-1,674
44
$1.55M 0.52%
54,210
-3,053
45
$1.55M 0.51%
46,338
+13,155
46
$1.52M 0.5%
15,673
+2,263
47
$1.5M 0.5%
7,260
+2,641
48
$1.48M 0.49%
28,705
-4,807
49
$1.45M 0.48%
34,934
-3,306
50
$1.42M 0.47%
7,418
-122
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2
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