EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.88B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16.6M
3
+$16.1M
4
PM icon
Philip Morris
PM
+$15.7M
5
FISV
Fiserv Inc
FISV
+$15.5M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$11.2M
4
DOX icon
Amdocs
DOX
+$11M
5
RS icon
Reliance Steel & Aluminium
RS
+$10.2M

Sector Composition

1 Technology 13.19%
2 Financials 4.14%
3 Communication Services 2.97%
4 Consumer Discretionary 2.74%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.75M 0.05%
38,617
+20,691
227
$1.74M 0.04%
7,137
+1,458
228
$1.74M 0.04%
6,580
-1,241
229
$1.73M 0.04%
18,436
-42
230
$1.69M 0.04%
6,210
+1,954
231
$1.68M 0.04%
13,434
-73,853
232
$1.67M 0.04%
26,229
+2,100
233
$1.65M 0.04%
27,939
+3,139
234
$1.64M 0.04%
10,285
+5,135
235
$1.63M 0.04%
13,185
-25,063
236
$1.63M 0.04%
27,271
+20,283
237
$1.62M 0.04%
111,529
+4,744
238
$1.59M 0.04%
7,326
+5,810
239
$1.58M 0.04%
5,459
-35,440
240
$1.57M 0.04%
21,568
+7,852
241
$1.57M 0.04%
9,063
+2,786
242
$1.56M 0.04%
3,568
-297
243
$1.53M 0.04%
333
+247
244
$1.53M 0.04%
14,878
-57,186
245
$1.52M 0.04%
+17,025
246
$1.52M 0.04%
20,313
+17,010
247
$1.48M 0.04%
10,899
-21,205
248
$1.48M 0.04%
5,439
-417
249
$1.47M 0.04%
13,383
-61,666
250
$1.47M 0.04%
+11,428
8 9
10
11 12