EAM
Empirical Asset Management Portfolio holdings
AUM
$323M
1-Year Return
16.08%
This Quarter Return
-3.82%
1 Year Return
+16.08%
3 Year Return
+51.83%
5 Year Return
–
10 Year Return
–
AUM
$91.7M
AUM Growth
-$3.17M
(-3.3%)
Cap. Flow
+$579K
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
23.57%
Holding
183
New
29
Increased
59
Reduced
49
Closed
37
Top Buys
| 1 |
Biogen
BIIB
|
$850K |
| 2 |
Cisco
CSCO
|
$783K |
| 3 |
NLSN
Nielsen Holdings plc
NLSN
|
$740K |
| 4 |
Eaton
ETN
|
$555K |
| 5 |
Travelers Companies
TRV
|
$555K |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
$777K |
| 2 |
Otis Worldwide
OTIS
|
$630K |
| 3 |
Molson Coors Class B
TAP
|
$606K |
| 4 |
Nike
NKE
|
$556K |
| 5 |
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% |
