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
126
$674K 0.22%
+265,692
127
$674K 0.22%
6,093
-454
128
$671K 0.22%
104,614
+102,312
129
$655K 0.22%
83,944
+656
130
$655K 0.22%
6,213
+1,691
131
$654K 0.22%
9,245
+8
132
$651K 0.22%
7,048
133
$645K 0.21%
27,340
+1,465
134
$630K 0.21%
13,366
-491
135
$627K 0.21%
90,874
+83,242
136
$625K 0.21%
327,484
+324,712
137
$625K 0.21%
+206,218
138
$624K 0.21%
2,781
-295
139
$623K 0.21%
6,681
140
$620K 0.21%
9,311
-630
141
$619K 0.21%
9,038
+1,503
142
$617K 0.2%
9,407
+1,146
143
$612K 0.2%
58,894
+47,189
144
$611K 0.2%
70,230
+68,331
145
$608K 0.2%
13,437
-416
146
$595K 0.2%
31,317
-839
147
$594K 0.2%
5,815
+3,049
148
$583K 0.19%
5,791
+411
149
$578K 0.19%
18,966
+8,414
150
$568K 0.19%
7,261
+442
4 5
6
7 8