EAM

Empirical Asset Management Portfolio holdings

AUM $323M
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.05M
3
+$848K
4
GILD icon
Gilead Sciences
GILD
+$808K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$746K

Top Sells

1
+$4.49M
2
+$1.47M
3
+$1.21M
4
KEYS icon
Keysight
KEYS
+$783K
5
AWK icon
American Water Works
AWK
+$747K

Sector Composition

1 Technology 8.75%
2 Healthcare 6.38%
3 Financials 5.81%
4 Consumer Discretionary 4.76%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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