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
101
$359K 0.39%
12,027
+4,548
102
$359K 0.39%
+1,988
103
$355K 0.39%
4,646
+1,854
104
$349K 0.38%
+1,296
105
$348K 0.38%
+2,590
106
$332K 0.36%
7,689
-9,909
107
$317K 0.35%
2,361
-3
108
$311K 0.34%
9,810
-1,715
109
$308K 0.34%
+4,677
110
$307K 0.33%
2,995
+38
111
$304K 0.33%
2,902
+76
112
$293K 0.32%
13,062
-84
113
$280K 0.31%
+7,617
114
$279K 0.3%
1,572
-430
115
$277K 0.3%
11,486
-58
116
$276K 0.3%
9,826
+28
117
$276K 0.3%
+5,181
118
$267K 0.29%
5,156
-93
119
$257K 0.28%
2,940
-36
120
$256K 0.28%
2,589
-114
121
$253K 0.28%
4,155
-3,110
122
$252K 0.27%
2,456
+42
123
$249K 0.27%
+12,409
124
$246K 0.27%
4,257
+22
125
$233K 0.25%
648
+2
3 4
5
6 7