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
251
$1.46M 0.04%
30,280
-2,194
252
$1.46M 0.04%
14,765
-3,364
253
$1.45M 0.04%
+19,131
254
$1.43M 0.04%
+6,195
255
$1.43M 0.04%
17,497
+684
256
$1.43M 0.04%
2,887
+887
257
$1.43M 0.04%
19,132
-440
258
$1.41M 0.04%
4,043
+473
259
$1.4M 0.04%
19,780
+349
260
$1.35M 0.03%
19,007
-2,871
261
$1.35M 0.03%
72,097
-8,450
262
$1.32M 0.03%
36,435
-249
263
$1.3M 0.03%
29,931
+20,110
264
$1.3M 0.03%
15,658
-576
265
$1.29M 0.03%
12,998
-1,067
266
$1.29M 0.03%
2,097
-230
267
$1.28M 0.03%
20,093
-644
268
$1.24M 0.03%
40,250
+482
269
$1.22M 0.03%
5,111
+1,821
270
$1.21M 0.03%
2,217
-278
271
$1.2M 0.03%
2,312
+192
272
$1.2M 0.03%
2,343
-9
273
$1.2M 0.03%
12,886
+148
274
$1.19M 0.03%
4,190
+2,643
275
$1.18M 0.03%
27,430
+2,855
9 10
11
12 13