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
201
$373K 0.12%
5,553
+6
202
$372K 0.12%
10,274
+563
203
$368K 0.12%
11,388
+1,886
204
$359K 0.12%
47,791
+33,659
205
$355K 0.12%
14,759
+1,063
206
$355K 0.12%
21,856
+3,157
207
$351K 0.12%
49,622
+39,356
208
$347K 0.12%
14,673
+72
209
$347K 0.12%
+89,239
210
$347K 0.12%
190,360
+188,568
211
$342K 0.11%
6,581
+1,608
212
$338K 0.11%
1,252
213
$335K 0.11%
6,383
+1,135
214
$334K 0.11%
4,209
+1,293
215
$333K 0.11%
14,687
+6,820
216
$325K 0.11%
48,195
+43,496
217
$324K 0.11%
44,524
+31,195
218
$321K 0.11%
3,319
+708
219
$321K 0.11%
+321,348
220
$320K 0.11%
215,471
+165,160
221
$319K 0.11%
3,315
+916
222
$316K 0.1%
12,670
-1,100
223
$315K 0.1%
7,542
224
$307K 0.1%
12,270
-757
225
$301K 0.1%
6,081
+517
7 8
9
10 11