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
151
$567K 0.19%
6,496
+276
152
$566K 0.19%
7,198
-14
153
$558K 0.18%
7,704
-271
154
$548K 0.18%
2,765
155
$537K 0.18%
15,930
+19
156
$537K 0.18%
22,309
157
$536K 0.18%
6,376
-40
158
$531K 0.18%
44,906
+43,784
159
$521K 0.17%
20,811
-3,665
160
$517K 0.17%
+25,573
161
$517K 0.17%
7,624
+6,251
162
$512K 0.17%
16,320
-171
163
$505K 0.17%
1,911
-60
164
$501K 0.17%
3,003
-714
165
$489K 0.16%
9,560
+1,829
166
$488K 0.16%
107,339
+34,894
167
$477K 0.16%
55,563
+49,983
168
$474K 0.16%
103,141
+72,552
169
$472K 0.16%
13,281
+4,390
170
$470K 0.16%
3,617
-80
171
$469K 0.16%
19,204
+22
172
$468K 0.16%
10,277
-951
173
$466K 0.15%
2,481
174
$457K 0.15%
4,989
+1,035
175
$451K 0.15%
131,919
+106,038
5 6
7
8 9