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
$91.7M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$783K
3
+$740K
4
ETN icon
Eaton
ETN
+$555K
5
TRV icon
Travelers Companies
TRV
+$555K

Top Sells

1
+$777K
2
+$630K
3
+$606K
4
NKE icon
Nike
NKE
+$556K
5
EIX icon
Edison International
EIX
+$541K

Sector Composition

1 Healthcare 8.66%
2 Technology 6.29%
3 Financials 5.8%
4 Consumer Discretionary 4.98%
5 Energy 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$611K 0.67%
8,949
+2,749
52
$604K 0.66%
26,522
+129
53
$599K 0.65%
1,224
+316
54
$587K 0.64%
3,596
+1
55
$586K 0.64%
9,303
+118
56
$555K 0.61%
+4,158
57
$555K 0.61%
+3,623
58
$551K 0.6%
44,816
+109
59
$549K 0.6%
19,018
+6,511
60
$547K 0.6%
19,680
+485
61
$535K 0.58%
1,751
+650
62
$529K 0.58%
20,097
-4,233
63
$528K 0.58%
+7,015
64
$526K 0.57%
+6,753
65
$522K 0.57%
7,830
+244
66
$508K 0.55%
3,284
+353
67
$496K 0.54%
24,093
+6,897
68
$495K 0.54%
22,706
+8,258
69
$490K 0.53%
8,752
-490
70
$487K 0.53%
13,603
+5,279
71
$486K 0.53%
26,293
+10,216
72
$483K 0.53%
+4,322
73
$477K 0.52%
22,621
+8,327
74
$476K 0.52%
14,917
-2,882
75
$474K 0.52%
+8,809
1 2
3
4 5