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
$95.2M
AUM Growth
-$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$4.76M
2 +$3.29M
3 +$2.42M
4
NEUE
NeueHealth
NEUE
+$2.21M
5
REAL icon
The RealReal
REAL
+$330K

Top Sells

1 +$14.1M
2 +$8.77M
3 +$7.05M
4
ROKU icon
Roku
ROKU
+$5.42M
5
WW
WW International
WW
+$3.09M

Sector Composition

1 Consumer Staples 28.19%
2 Communication Services 25.34%
3 Consumer Discretionary 21.86%
4 Industrials 14.36%
5 Technology 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-6,000