EAM
Empirical Asset Management Portfolio holdings
AUM
$323M
This Quarter Return
+7.76%
1 Year Return
+16.08%
3 Year Return
+51.83%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+6.8%)
Cap. Flow
+$1.8M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
21.14%
Holding
209
New
43
Increased
63
Reduced
64
Closed
33
Top Buys
| 1 |
Target
TGT
|
$938K |
| 2 |
Salesforce
CRM
|
$929K |
| 3 |
ANSS
Ansys
ANSS
|
$864K |
| 4 |
Home Depot
HD
|
$824K |
| 5 |
Mastercard
MA
|
$779K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.39M |
| 2 |
IBM
IBM
|
$804K |
| 3 |
Cigna
CI
|
$797K |
| 4 |
American Water Works
AWK
|
$719K |
| 5 |
Gilead Sciences
GILD
|
$709K |
Sector Composition
| 1 | Technology | 10.03% |
| 2 | Financials | 5.48% |
| 3 | Consumer Discretionary | 5.13% |
| 4 | Healthcare | 4.44% |
| 5 | Energy | 4.18% |
