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
$113M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$794K
3
+$753K
4
TRV icon
Travelers Companies
TRV
+$751K
5
WRB icon
W.R. Berkley
WRB
+$719K

Top Sells

1
+$790K
2
+$749K
3
+$684K
4
AAPL icon
Apple
AAPL
+$682K
5
CDW icon
CDW
CDW
+$657K

Sector Composition

1 Technology 9.52%
2 Healthcare 6.46%
3 Financials 4.94%
4 Energy 3.91%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-1,724
177
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-29,587
178
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-4,293
179
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-1,802
180
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-7,468
181
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-1,622
182
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-588
183
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-2,377
184
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-12,599
185
– –
-10,000
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