EF
Empirical Finance Portfolio holdings
AUM
$2.1B
1-Year Est. Return
24.91%
1 Year Est. Return
+24.91%
AUM
$1.91B
AUM Growth
+$254M
(+15%)
Holding
550
Top Buys
| 1 | +$14.2M | |
| 2 | +$4.75M | |
| 3 | +$4.7M | |
| 4 |
Kroger
KR
|
+$4.6M |
| 5 |
Copa Holdings
CPA
|
+$4.23M |
Top Sells
| 1 | +$1.55M | |
| 2 | +$1.16M | |
| 3 | +$1.13M | |
| 4 |
Jabil
JBL
|
+$1.12M |
| 5 |
Graphic Packaging
GPK
|
+$1.05M |
Sector Composition
| 1 | Technology | 30.6% |
| 2 | Financials | 12.06% |
| 3 | Communication Services | 10.15% |
| 4 | Consumer Discretionary | 9.62% |
| 5 | Healthcare | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Union Pacific
UNP
$131B
| $4.95M | 0.26% |
21,532
+135
|
|
||
77
NextEra Energy
NEE
$175B
| $4.88M | 0.26% |
70,346
+468
|
|
||
78
Capital One
COF
$138B
| $4.88M | 0.26% |
22,940
+9,384
|
|
||
79
Gilead Sciences
GILD
$155B
| $4.84M | 0.25% |
43,664
+277
|
|
||
80
Micron Technology
MU
$266B
| $4.81M | 0.25% |
39,006
+1,052
|
|
||
81
Pfizer
PFE
$147B
| $4.78M | 0.25% |
197,247
+1,228
|
|
||
82
Deere & Co
DE
$128B
| $4.76M | 0.25% |
9,358
+60
|
|
||
83
Western Midstream Partners
WES
$15.7B
| $4.75M | 0.25% |
+122,699
|
|
||
84
TSMC
TSM
$1.46T
| $4.7M | 0.25% |
+20,768
|
|
||
85
Lowe's Companies
LOW
$130B
| $4.67M | 0.24% |
21,069
+125
|
|
||
86
Charles Schwab
SCHW
$169B
| $4.62M | 0.24% |
50,668
+456
|
|
||
87
Stryker
SYK
$143B
| $4.62M | 0.24% |
11,677
+81
|
|
||
88
GE Vernova
GEV
$151B
| $4.6M | 0.24% |
8,686
+66
|
|
||
89
Lam Research
LRCX
$193B
| $4.54M | 0.24% |
46,676
+279
|
|
||
90
Danaher
DHR
$156B
| $4.5M | 0.24% |
22,791
+147
|
|
||
91
Cigna
CI
$72.4B
| $4.47M | 0.23% |
13,533
+1,564
|
|
||
92
Automatic Data Processing
ADP
$103B
| $4.45M | 0.23% |
14,440
+93
|
|
||
93
KLA
KLAC
$153B
| $4.32M | 0.23% |
4,826
+31
|
|
||
94
T-Mobile US
TMUS
$240B
| $4.32M | 0.23% |
18,115
+102
|
|
||
95
ConocoPhillips
COP
$110B
| $4.28M | 0.22% |
47,652
+269
|
|
||
|
96
Copa Holdings
CPA
$5.16B
| $4.23M | 0.22% |
+38,425
|
|
||
97
Analog Devices
ADI
$117B
| $4.17M | 0.22% |
17,523
+112
|
|
||
98
Boeing
BA
$148B
| $4.17M | 0.22% |
19,904
+191
|
|
||
99
Axos Financial
AX
$4.52B
| $4.15M | 0.22% |
54,633
+13,118
|
|
||
100
Amphenol
APH
$166B
| $4.09M | 0.21% |
41,449
+283
|
|