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
76
$470K 0.51%
5,863
-1
77
$469K 0.51%
+3,164
78
$468K 0.51%
+2,642
79
$468K 0.51%
+6,938
80
$463K 0.5%
2,836
-4
81
$457K 0.5%
+4,602
82
$456K 0.5%
213
+63
83
$451K 0.49%
+2,025
84
$449K 0.49%
4,707
-362
85
$438K 0.48%
+3,569
86
$437K 0.48%
1,896
+4
87
$430K 0.47%
16,630
-3,453
88
$422K 0.46%
1,675
+9
89
$420K 0.46%
9,781
+60
90
$416K 0.45%
18,350
-294
91
$415K 0.45%
+3,286
92
$406K 0.44%
1
93
$389K 0.42%
3,444
+130
94
$389K 0.42%
3,464
-588
95
$384K 0.42%
5,432
96
$381K 0.42%
7,233
+71
97
$380K 0.41%
9,814
+38
98
$375K 0.41%
14,679
+66
99
$367K 0.4%
+4,803
100
$359K 0.39%
+15,083
2 3
4
5 6