ECM

Empirical Capital Management Portfolio holdings

AUM $162M
1-Year Est. Return 58.01%
This Quarter Est. Return
1 Year Est. Return
+58.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$3.75M
3 +$2.67M
4
RBLX icon
Roblox
RBLX
+$1.43M
5
FDX icon
FedEx
FDX
+$1.42M

Top Sells

1 +$4M
2 +$2.96M
3 +$2.71M
4
WEN icon
Wendy's
WEN
+$2.19M
5
LUV icon
Southwest Airlines
LUV
+$2.1M

Sector Composition

1 Consumer Discretionary 40.94%
2 Communication Services 23.79%
3 Consumer Staples 16.98%
4 Industrials 7.99%
5 Technology 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-123,401
27
-40,000
28
-100,000
29
-10,000