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
$123M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$938K
2 +$929K
3 +$864K
4
HD icon
Home Depot
HD
+$824K
5
MA icon
Mastercard
MA
+$779K

Top Sells

1 +$3.39M
2 +$804K
3 +$797K
4
AWK icon
American Water Works
AWK
+$719K
5
GILD icon
Gilead Sciences
GILD
+$709K

Sector Composition

1 Technology 10.03%
2 Financials 5.48%
3 Consumer Discretionary 5.13%
4 Healthcare 4.44%
5 Energy 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-16,957
202
-9,744
203
-1,519
204
-808
205
-1,993
206
-3,616
207
-1,749
208
-2,315
209
-19,608