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
$95M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$771K
3 +$720K
4
EMR icon
Emerson Electric
EMR
+$655K
5
HD icon
Home Depot
HD
+$634K

Top Sells

1 +$1.65M
2 +$790K
3 +$740K
4
NDAQ icon
Nasdaq
NDAQ
+$683K
5
GWW icon
W.W. Grainger
GWW
+$599K

Sector Composition

1 Healthcare 8.4%
2 Technology 7.77%
3 Energy 5.31%
4 Consumer Discretionary 4.34%
5 Financials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,590
177
-430
178
-1,572
179
-25,202
180
-3,164
181
-26,703