EAM

Empirical Asset Management Portfolio holdings

AUM $323M
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$771K
3
+$720K
4
EMR icon
Emerson Electric
EMR
+$655K
5
HD icon
Home Depot
HD
+$634K

Top Sells

1
+$1.65M
2
+$790K
3
+$740K
4
NDAQ icon
Nasdaq
NDAQ
+$683K
5
GWW icon
W.W. Grainger
GWW
+$599K

Sector Composition

1 Healthcare 8.4%
2 Technology 7.77%
3 Energy 5.31%
4 Consumer Discretionary 4.34%
5 Financials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.53%
693
-339
77
$500K 0.53%
3,793
+957
78
$493K 0.52%
6,349
-1,247
79
$489K 0.52%
9,861
+47
80
$486K 0.51%
1,508
-243
81
$482K 0.51%
22,717
-1,376
82
$474K 0.5%
5,814
-49
83
$469K 0.49%
1
84
$463K 0.49%
3,302
+18
85
$459K 0.48%
5,454
+808
86
$456K 0.48%
9,756
-25
87
$455K 0.48%
20,242
+1,224
88
$442K 0.47%
+5,335
89
$442K 0.47%
7,173
-60
90
$437K 0.46%
+15,670
91
$434K 0.46%
15,319
-1,311
92
$430K 0.45%
+2,592
93
$418K 0.44%
18,316
-34
94
$415K 0.44%
6,032
+600
95
$411K 0.43%
+3,214
96
$409K 0.43%
+7,052
97
$387K 0.41%
11,043
+6,336
98
$381K 0.4%
2,695
+334
99
$377K 0.4%
14,714
+35
100
$367K 0.39%
16,756
+1,673
2 3
4
5 6