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
51
$1.41M 0.47%
11,475
+6,423
52
$1.39M 0.46%
917,640
+906,130
53
$1.39M 0.46%
130,451
+80,301
54
$1.36M 0.45%
58,282
+55,113
55
$1.36M 0.45%
59,727
+9,261
56
$1.31M 0.43%
14,832
+400
57
$1.29M 0.43%
133,980
+86,527
58
$1.26M 0.42%
22,825
+347
59
$1.26M 0.42%
19,393
+3,456
60
$1.25M 0.42%
18,571
-1,215
61
$1.25M 0.42%
9,375
-347
62
$1.25M 0.41%
15,101
+3,695
63
$1.24M 0.41%
31,983
+13,287
64
$1.23M 0.41%
24,061
-1,395
65
$1.23M 0.41%
18,470
+3,955
66
$1.22M 0.41%
11,181
-489
67
$1.21M 0.4%
29,049
-1,943
68
$1.17M 0.39%
21,638
+4,353
69
$1.17M 0.39%
11,965
-200
70
$1.17M 0.39%
37,182
-2,007
71
$1.15M 0.38%
+30,890
72
$1.13M 0.38%
41,786
+1,366
73
$1.13M 0.37%
38,026
+1,482
74
$1.12M 0.37%
8,271
-439
75
$1.11M 0.37%
293,071
+285,676
1 2
3
4 5