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
176
$447K 0.15%
82,218
-14
177
$447K 0.15%
4,455
-695
178
$447K 0.15%
19,867
+1,149
179
$438K 0.15%
33,544
+21,451
180
$430K 0.14%
+1,896
181
$428K 0.14%
4,445
+45
182
$423K 0.14%
4,954
-74
183
$421K 0.14%
+15,027
184
$418K 0.14%
+9,027
185
$417K 0.14%
115,895
+103,018
186
$413K 0.14%
5,170
+1,295
187
$412K 0.14%
16,261
-124
188
$408K 0.14%
4,607
+459
189
$406K 0.13%
113,539
+103,020
190
$404K 0.13%
17,423
-160
191
$401K 0.13%
7,827
+377
192
$400K 0.13%
11,653
+126
193
$400K 0.13%
9,080
-700
194
$400K 0.13%
7,603
-3,493
195
$395K 0.13%
25,046
+18,183
196
$387K 0.13%
5,113
197
$386K 0.13%
16,110
198
$378K 0.13%
701
+4
199
$375K 0.12%
+41,681
200
$374K 0.12%
4,427
+21
6 7
8
9 10