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
76
$1.11M 0.37%
22,496
-1,026
77
$1.1M 0.37%
300,670
-47
78
$1.1M 0.36%
35,880
-1,065
79
$1.09M 0.36%
8,789
-359
80
$1.05M 0.35%
8,525
+200
81
$1.04M 0.34%
5,100
-9
82
$1.03M 0.34%
17,983
+14,426
83
$1M 0.33%
41,369
84
$999K 0.33%
83,130
+75,925
85
$995K 0.33%
21,497
+1,363
86
$990K 0.33%
4,420
+1,367
87
$974K 0.32%
9,598
+178
88
$956K 0.32%
91,143
+73,929
89
$936K 0.31%
34,939
+124
90
$935K 0.31%
62,652
+43,650
91
$935K 0.31%
31,900
-1,110
92
$934K 0.31%
+12,148
93
$930K 0.31%
+4,584
94
$928K 0.31%
30,709
95
$925K 0.31%
+7,142
96
$915K 0.3%
38,283
+725
97
$914K 0.3%
16,443
+6,112
98
$911K 0.3%
284,606
99
$905K 0.3%
11,597
+171
100
$903K 0.3%
16,042
+1,086
2 3
4
5 6